Google signs $12bn AI chip deal with Marvell

Google strikes $12bn AI chip deal with Marvell

Google awarded Marvell a $12bn multi-year contract to design and package its custom AI chips, primarily next-gen TPUs. TSMC will handle manufacturing. It's Marvell's largest deal since pivoting from networking silicon to data center compute. Google didn't disclose delivery timelines, but the deal size signals a long-term bet on in-house chips to reduce reliance on Nvidia.

Why it matters: FT exclusive on a $12bn multi-year deal: Marvell to design and package Google's next-gen TPUs, TSMC to fab. The dollar figure and partner roles are concrete, signaling a serious long-term bet on custom silicon. Held below 85 because delivery timeline, chip specs, and performan...