Google has formed a strategic partnership with Marvell Technology to develop two next-generation AI chips, enhancing efficiency for artificial intelligence models. This collaboration includes a new Tensor Processing Unit (TPU) tailored for AI workloads, signaling Google's commitment to advancing its hardware capabilities amidst intensifying competition in the AI sector. The partnership is anticipated to strengthen Google's position in the growing AI market and could lead to significant revenue visibility for Marvell beyond 2028.
“Intel and Google signed a multiyear Xeon deal while co-developing IPUs to keep x86 relevant against Arm's rise in AI servers.”
“Google recently expanded its chip partnership with Intel, committing to using multiple generations of Intel’s CPUs in its AI data centers, and continuing development of ASIC-based infrastructure processing units (IPUs) that offload networking, storage and security functions from host CPUs.”
“Google was 270 and change. It's 325 right now.”
“An example of this came last week when Intel said it was expanding its long-term work with Google to support the next wave of AI and cloud systems.”
“$MRVL is talking with Google about TPU?”
“Now, my current understanding of the situation somewhere around the end of 2025, but there was a major breakthrough in terms of error correction. I think Google was the one that did it.”
“But it explains why we why today we own Alphabet and Amazon and Facebook.”
“Google goes out of its way to highlight chains that are already ex experimented with postquantum signatures. Specifically naming Algarand, the XRP ledger and Salana as examples of active mitigation.”
“Microsoft is, you know, gotten really beat up, I think in the news headlines. And if you ask me, Microsoft's going through a moment that Google went through about almost a year ago.”
“the truth is, is these large mega cap companies, especially in the name of Google, they're funding these things from cash flow.”
“as a value investor at heart, you know, I always start at the balance sheet and you know, Alphabet and Microsoft this year are off substantially there.”
“If we take alphabet in particular, alphabet had their other bets division, which was in, you know, something investors hated for years. It was just seen as them lobbying money into a black hole of Waymo. Well, it turns out if we think. And what's really in that other Bet segment, about ten years ago, they made a $900 million investment in space at alphabet.”
