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Mind 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 rela
by mmaunder 2y ago
Mind 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!