Google is in talks with Marvell to build custom AI inference chips as it diversifies beyond Broadcom

Summary: Google is in talks with Marvell Technology to develop two new AI chips – a memory processing unit and an inference-optimised TPU – adding a third design partner alongside Broadcom and MediaTek in its custom silicon supply chain. The discussions, which have not yet produced a signed contract, came days after Broadcom locked in a through-2031 TPU agreement and reflect Google’s shift toward inference as the dominant compute cost, as the custom ASIC market is projected to grow 45% in 2026 and reach $118 billion by 2033.

Google is in talks with Marvell Technology to develop two new chips for running AI models, according to The Information. One is a memory processing unit designed to work alongside Google’s existing Tensor Processing Units. The other is a new TPU built specifically for inference, the phase of AI where models serve users rather than learn from data. Marvell would act in ...