The true winner behind Google's TPU success: Why Broadcom is becoming indispensable!
Alphabet demonstrates with Gemini 3 and its TPUs that one can thrive with custom chips beyond NVIDIA.
Broadcom is the chip developer behind the TPUs since 2016. The company's relevance is likely to increase in collaboration with other hyperscalers.
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Alphabet is achieving success with its TPUs (Tensor Processing Units), having trained the new Gemini 3 model using them. This model is extremely powerful and puts pressure on ChatGPT. It shows that, apart from NVIDIA GPUs, there is crucial hardware available. There are now reports that even Meta is showing interest in the TPUs and is aiming for a multi-billion deal to equip its data centers with them. The unsung winner and important partner of Alphabet in the TPUs is, in my opinion, Broadcom . Since 2016, they have been developing the chips together,...
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