Alphabet explores Marvell partnership for AI chips as it looks beyond Broadcom

Reports say Alphabet is in talks with Marvell to design two chip types—a memory unit and a TPU variant—aimed at speeding real-time AI inference, while an existing deal with Broadcom runs through 2031.

Alphabet is reported to be in talks with Marvell Technology to design new chips tailored for running AI models in real time. The plan would include a memory unit to move data faster and a new version of Google's TPU for live applications. The discussions are described as aiming to design semiconductors exclusively for Google's needs. Google has also kept work ongoing with Broadcom under a deal that extends through 2031. Key details: - Alphabet is in talks with Marvell to design two chip types: a memory unit and a TPU variant. - The chips are intended for inference — running AI in live apps such as chat, search, and agents — with emphasis on faster data flow and response times. - The report says the discussions aim to create semiconductors exclusively for Google's needs. - Broadcom remains involved; the two companies signed a deal to continue working on chips through 2031. - The article mentions Alphabet has a Strong Buy consensus view among analysts and cites an average price target. Summary: These talks suggest Google is diversifying its chip base to better address real-time AI inference workloads and related cost and speed considerations. The continued agreement with Broadcom indicates this is an adjustment in supplier mix rather than a full departure. Undetermined at this time.