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by mmaunder 532 days ago
Mind sharing your source on that? I’ve been trying to find one.

Edit: Specifically the nature and current status of the Broadcom/Google relationship as it relates to TPUs.

1 comments

https://www.theinformation.com/articles/to-reduce-ai-costs-g...

Which takes it from

> Broadcom generates a 70% profit margin from its work on TPUs, said a person with direct knowledge of the internal analysis. SemiAnalysis, a chip research firm, earlier reported that figure.

https://semianalysis.com/2023/08/30/broadcoms-google-tpu-rev...

Thanks!