And Meta's tapping up Big B too – it's big bucks for this silicon giant
It turns out Broadcom made those chips a reality for Google, by providing key technologies – such as high-speed serializer-deserializer, or SerDes, interfaces that allow the chips to talk to the outside world - as well as helping turn Google engineers' TPU specifications and blueprints into a form that the likes of TSMC can use to fabricate the actual processors.
Google has played down the claims, saying it sees no change in its relationship with Broadcom, describing the biz as"excellent." In a statement tolast night, a Google spokesperson said:"We are productively engaged with Broadcom and multiple other suppliers for the long term. Our work to meet our internal and external cloud needs benefit from our collaboration with Broadcom; they have been an excellent partner, and we see no change in our engagement.
That effort, which involved supplying networking technologies to scale up and out AI clusters as well as compute engines, accounted for more than $1 billion of revenues in Q3 alone and"represented virtually all the growth in our infrastructure business," CEO Hock Tan"Generative AI investments are driving the continued strength in hyperscale spending for us. As you know, we supply a major hyperscale customer with custom AI compute engines.