Google is actively engaged in discussions with Marvell Technology to develop two new AI chips, including a specialized Tensor Processing Unit (TPU) and a memory processing unit aimed at enhancing AI model efficiency. This strategic move comes after Google's expanded multi-year deal with Intel to advance AI computing infrastructure, positioning the tech giant to capitalize on the rising demand for AI solutions. The collaboration underscores Google's commitment to maintaining a competitive edge in the rapidly growing AI market.
“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.”
“$MRVL is talking with Google about TPU?”
“Now, my current understanding of the situation somewhere around the end of 2025, but there was a major breakthrough in terms of error correction. I think Google was the one that did it.”
“Google goes out of its way to highlight chains that are already ex experimented with postquantum signatures. Specifically naming Algarand, the XRP ledger and Salana as examples of active mitigation.”
“Microsoft is, you know, gotten really beat up, I think in the news headlines. And if you ask me, Microsoft's going through a moment that Google went through about almost a year ago.”
“the truth is, is these large mega cap companies, especially in the name of Google, they're funding these things from cash flow.”
“Alphabet shares are trading at a premium compared with Microsoft, shares of which are trading at a P/E multiple of 22.83.”
“$GOOGL & $TSLA lead the MAG7 for the next 4 months.”
“$GOOGL looks like the main FAANG name for direct exposure. They own about 5-6% after dilution.”
