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The economics of AI compute at hyperscale compress to a single pressure point: how much of the accelerator stack runs through one supplier.
Google and competing cloud providers have been building toward custom silicon to reduce that exposure.
A chip deal between Google and Marvell Technology, giving Google the option to purchase up to $12.2 billion in Marvell shares, sent Marvell stock up 10%.
The mechanism behind the custom chip push Nvidia's GPU accelerators have dominated the AI compute market, and the hyperscalers buying at the largest volumes have found themselves with limited alternatives for comparable performance.
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