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Why is Google still using Broadcom as a middleman to TSMC? Dylan Patel answers: "Broadcom is the biggest networking company in the world." "The networking side of things is so important, and the technical competence of everyone around the world besides Broadcom and Nvidia in networking is just not... show more

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128,752 просмотров • 7 месяцев назад •via X (Twitter)

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Broadcom turns Google’s TPU IP into chips and networking, while Google earns from its IP without doing the hardware build itself. "Broadcom is making ~$37 B from 1GW of Anthropic's orders, whereas Google is capturing ~$13-14 B of that"

Broadcom turns Google’s TPU IP into chips and networking, while Google earns from its IP without doing the hardware build itself. "Broadcom is making ~$37 B from 1GW of Anthropic's orders, whereas Google is capturing ~$13-14 B of that"

Rohan Paul

72,987 просмотров • 3 месяцев назад

$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.

$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.

Shay Boloor

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As we wrote in our TPUv7 article, TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10,000 word article. There will be 2 versions of TPU v8 but this will be different from the “P” (full) and “E” (lite) SKUs that featured in the then 4th and 5th generations. Rather, it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing to partner with MediaTek is to reduce the margin that they pay to their silicon design partners or specifically Broadcom. Broadcom charges Google for the whole System in Package which they stack a healthy margin on. This includes HBM. This is despite Google being largely responsible for both the front-end and back-end design of the compute elements of the chip, with Broadcom contributing various PHYs (most importantly Broadcom’s best in class SerDes) and controllers. Google wants to move to a model where their silicon partner only charges for the things they add value on and get closer to paying BOM cost for their silicon.

As we wrote in our TPUv7 article, TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10,000 word article. There will be 2 versions of TPU v8 but this will be different from the “P” (full) and “E” (lite) SKUs that featured in the then 4th and 5th generations. Rather, it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing to partner with MediaTek is to reduce the margin that they pay to their silicon design partners or specifically Broadcom. Broadcom charges Google for the whole System in Package which they stack a healthy margin on. This includes HBM. This is despite Google being largely responsible for both the front-end and back-end design of the compute elements of the chip, with Broadcom contributing various PHYs (most importantly Broadcom’s best in class SerDes) and controllers. Google wants to move to a model where their silicon partner only charges for the things they add value on and get closer to paying BOM cost for their silicon.

SemiAnalysis

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AI-scale networking is hitting a new power and density ceiling — and Dell + Broadcom are rethinking the fabric from the thermals up. At SC25, Jim Wynia breaks down why Direct Liquid Cooling (DLC) is becoming a must for next-gen AI networks. Wynia puts it simply: when the hardware runs cooler, everything runs more efficiently — and the AI fabric scales further. Watch the full conversation on how Dell and Broadcom are reclaiming power and performance with the Tomahawk 6 and Enterprise SONiC.

AI-scale networking is hitting a new power and density ceiling — and Dell + Broadcom are rethinking the fabric from the thermals up. At SC25, Jim Wynia breaks down why Direct Liquid Cooling (DLC) is becoming a must for next-gen AI networks. Wynia puts it simply: when the hardware runs cooler, everything runs more efficiently — and the AI fabric scales further. Watch the full conversation on how Dell and Broadcom are reclaiming power and performance with the Tomahawk 6 and Enterprise SONiC.

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IN NEWS: OpenRouter raises a $40M round led by a16z and Menlo Ventures. We spoke to Alex Atallah about the complexities of AI accessibility across different platforms: "AI is pretty unique. It's a battleground with lines being drawn around the models, and the models are just not available in all clouds." "Gemini is only in Google Cloud. Anthropic is in AWS and Google, but not Azure. Grok is in Azure and from X, but not Google Cloud." "We track them and we sort of allow you to orchestrate across all of the clouds."

IN NEWS: OpenRouter raises a $40M round led by a16z and Menlo Ventures. We spoke to Alex Atallah about the complexities of AI accessibility across different platforms: "AI is pretty unique. It's a battleground with lines being drawn around the models, and the models are just not available in all clouds." "Gemini is only in Google Cloud. Anthropic is in AWS and Google, but not Azure. Grok is in Azure and from X, but not Google Cloud." "We track them and we sort of allow you to orchestrate across all of the clouds."

TBPN

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What's the next big trade in AI infrastructure after memory? We asked Meltem Demirors and Kelly Greer: "Memory is ripping now. We think the next narrative is gonna be around networking." "Jensen is doing the exact same thing now that he did with Mellanox in 2019 that turned NVIDIA from a GPU company into a systems and networking company. He's doing it again with Marvell." "Hyperscalers are literally telling you the two biggest bottlenecks for AI spend right now are networking and memory." "The tea leaves are written literally everywhere... the market's just been on the memory track. We're trying to get ahead of that."

What's the next big trade in AI infrastructure after memory? We asked Meltem Demirors and Kelly Greer: "Memory is ripping now. We think the next narrative is gonna be around networking." "Jensen is doing the exact same thing now that he did with Mellanox in 2019 that turned NVIDIA from a GPU company into a systems and networking company. He's doing it again with Marvell." "Hyperscalers are literally telling you the two biggest bottlenecks for AI spend right now are networking and memory." "The tea leaves are written literally everywhere... the market's just been on the memory track. We're trying to get ahead of that."

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Jensen Huang says $NVDA invested $2B in $MRVL because the TAM for networking and custom silicon is entering an inference boom. Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric.

Jensen Huang says $NVDA invested $2B in $MRVL because the TAM for networking and custom silicon is entering an inference boom. Nvidia is becoming the platform layer for a more distributed AI factory architecture increasingly built around its networking fabric.

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Attention to all globers…. There’s a difference between the theory of gravity which is derived from the theory of relativity and the law of gravitation which describes gravitation as a constant in mathematical form. Gravity in the form of spacetime warping is a theory, this is why GR is titled ”The Theory Of Relativity” and not, “The Fact Of Relativity”. This takes nothing nothing more then a simple google search to figure out, just google it.

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$NVDA networking is now running at a $60B+ annualized pace, growing ~200% YoY and nearly the size of $AVGO total 2025 revenue. As AI clusters scale, the bottleneck becomes how fast GPUs, CPUs, memory and storage move data together because even the best chips underperform if the network cannot keep up. This is why Nvidia is selling the full AI factory stack.

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speaking of networking I love how talkative & confident Taehyun is in every interview and how he always tries to keep the conversation going.

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Google has a Gemini Problem, and Chamath has a plan to fix it 📈 On E225, the besties discussed how Google can cut ChatGPT's lead over Gemini without killing its $200B/year search ads business. David Sacks: "I think the problem that Google has with respect to ChatGPT, is Gemini is not getting the usage, and ChatGPT is just growing like crazy." "If you look at how these models perform according to the benchmarks, Gemini is actually really good, but they have not caught up on the usage side." david friedberg: "Chamath, you're the CEO of Google, you've got a $200B run rate search ad business." "What's the right integration of Gemini such that you don't massively disrupt the search ad business overnight?" "Or do you not care and you're just gonna do it? I think that's the conundrum (Google) is dealing with." Chamath Palihapitiya: " The more difficult question is, what does the integration look like?" "They're already inserting Gemini in all kinds of uncomfortable ways." "So for example, if you use Gmail, or if you use Google Workspace, what happens today is all these random Gemini pop-ups come up all over the place." "That is an implementation that happened at way too junior a level by people that have no product taste." "And if you use the products every day, it would be hard for you to disagree with me." David Sacks: " The Google homepage, would you replace that with an AI chatbot?" Chamath Palihapitiya: " No. Here's what I would do: I would first go to the critical other points that are around, that today do not cannibalize the blue links." "If you look at the traffic patterns, almost as a Sankey diagram, the real thing you should be looking at here is where are the entry points into Google that then result in a clickable link." "And what it would show you is that there are certain places that are highly de-optimized today for revenue generating events." "They happen as a byproduct, but they don't happen as the use case." "So in that example, you would put Gmail as a critical place, the Google one subscription, and there's like five or six other places." "That's where I would put Gemini as the front door and start to habituate 300 to 500 million people a week in using that." "I think then you can figure out over time how much money you can make from all of that, or how it directs derivative revenue, and figure out what to do with Google dot com last." "But my point is, the experience in Gmail should be done today." "The experience in YouTube should be done today." "The experience in Google one should be done today."

Google has a Gemini Problem, and Chamath has a plan to fix it 📈 On E225, the besties discussed how Google can cut ChatGPT's lead over Gemini without killing its $200B/year search ads business. David Sacks: "I think the problem that Google has with respect to ChatGPT, is Gemini is not getting the usage, and ChatGPT is just growing like crazy." "If you look at how these models perform according to the benchmarks, Gemini is actually really good, but they have not caught up on the usage side." david friedberg: "Chamath, you're the CEO of Google, you've got a $200B run rate search ad business." "What's the right integration of Gemini such that you don't massively disrupt the search ad business overnight?" "Or do you not care and you're just gonna do it? I think that's the conundrum (Google) is dealing with." Chamath Palihapitiya: " The more difficult question is, what does the integration look like?" "They're already inserting Gemini in all kinds of uncomfortable ways." "So for example, if you use Gmail, or if you use Google Workspace, what happens today is all these random Gemini pop-ups come up all over the place." "That is an implementation that happened at way too junior a level by people that have no product taste." "And if you use the products every day, it would be hard for you to disagree with me." David Sacks: " The Google homepage, would you replace that with an AI chatbot?" Chamath Palihapitiya: " No. Here's what I would do: I would first go to the critical other points that are around, that today do not cannibalize the blue links." "If you look at the traffic patterns, almost as a Sankey diagram, the real thing you should be looking at here is where are the entry points into Google that then result in a clickable link." "And what it would show you is that there are certain places that are highly de-optimized today for revenue generating events." "They happen as a byproduct, but they don't happen as the use case." "So in that example, you would put Gmail as a critical place, the Google one subscription, and there's like five or six other places." "That's where I would put Gemini as the front door and start to habituate 300 to 500 million people a week in using that." "I think then you can figure out over time how much money you can make from all of that, or how it directs derivative revenue, and figure out what to do with Google dot com last." "But my point is, the experience in Gmail should be done today." "The experience in YouTube should be done today." "The experience in Google one should be done today."

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