4 ms·
I believe Broadcom is also very involved in the making of the TPU's and networking infrastructure and they are valued at 1.2T currently. Maybe consider the comb
by radialstub 1y ago
I believe Broadcom is also very involved in the making of the TPU's and networking infrastructure and they are valued at 1.2T currently. Maybe consider the combined value of Broadcom and Google.
- lftl 1y agoWouldn't you also need to add TSMC to Nvidia's side in that case?
- radialstub 1y agoBroadcom is fabless. I think they aid in hardware design, while google mostly does the software stack. Nvidia does both hardware and software stack.
- santaboom 1y agoNot sure what you mean. Who do you think fabs broadcomm and google chips
- lftl 1y agoAh, I didn't realize broadcomm was fabless and only helping in design.