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Re:TPU Deep Dive by radialstub on Sunday June 22, 2025 @08:39AM (#44346422)
I believe Broadcom is also very involved in the making of the TPU's and networking infrastructure and they are valued at 1.2T currently. Maybe consider the combined value of Broadcom and Google.
Re:TPU Deep Dive by lftl on Sunday June 22, 2025 @09:38AM (#44346882)
Wouldn't you also need to add TSMC to Nvidia's side in that case?
Re:TPU Deep Dive by radialstub on Sunday June 22, 2025 @11:43AM (#44347816)
Broadcom is fabless. I think they aid in hardware design, while google mostly does the software stack. Nvidia does both hardware and software stack.
Re:TPU Deep Dive by santaboom on Sunday June 22, 2025 @12:49PM (#44348328)
Not sure what you mean. Who do you think fabs broadcomm and google chips
Re:TPU Deep Dive by lftl on Sunday June 22, 2025 @02:00PM (#44348917)
Ah, I didn't realize broadcomm was fabless and only helping in design.