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One of the big things this article misses is that Google pays Broadcom a significant amount for the actual chip design, also around a 70% margin. Google certai
by chillee 2y ago
One of the big things this article misses is that Google pays Broadcom a significant amount for the actual chip design, also around a 70% margin.
Google certainly has infra/cost advantages, but it's nowhere near 10x.
- mmaunder 2y agoMind sharing your source on that? I’ve been trying to find one. Edit: Specifically the nature and current status of the Broadcom/Google relationship as it relates to TPUs.
- chillee 2y agohttps://www.theinformation.com/articles/to-reduce-ai-costs-google-wants-to-ditch-broadcom-as-its-tpu-server-chip-supplier?rc=rgbphv https://www.theinformation.com/articles/to-reduce-ai-costs-g... Which takes it from > Broadcom generates a 70% profit margin from its work on TPUs, said a person with direct knowledge of the internal analysis. SemiAnalysis, a chip research firm, earlier reported that figure. https://semianalysis.com/2023/08/30/broadcoms-google-tpu-revenue-explosion/ https://semianalysis.com/2023/08/30/broadcoms-google-tpu-rev...
- mmaunder 2y agoThanks!