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The overhead baked into general-purpose GPU architecture is the cost floor that limits compute efficiency at cloud scale: hardware flexibility a chip designed for a specific AI task carries but does not use.
Google and its competitors have been moving toward custom chip programs to close that efficiency gap and reduce their dependence on Nvidia.
Marvell Technology's stock rose 8% after the company announced an AI chip deal with Google, structured to give Google the option to purchase up to $12.2 billion in Marvell shares.
What the option structure signals A chip supply contract secures output volume on a defined delivery schedule.
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