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

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April 19, 2026, 3:17 PM

• •Google is considering partnering with Marvell for new AI chips.
• •The focus is on inference-optimized TPUs to reduce costs.
• •This follows a long-term agreement with Broadcom.
• •The custom ASIC market is projected to grow significantly.
• •Marvell's stock has rallied recently due to partnerships.

Google is reportedly in talks with Marvell Technology to develop new AI chips, including a memory processing unit and an inference-optimized TPU. These discussions build upon Google's existing partnerships with Broadcom and MediaTek, reflecting a strategy of diversifying its custom silicon supply chain. The move toward inference-focused chips underscores the growing importance of serving AI models, as inference costs become a dominant factor. The potential Marvell collaboration aligns with Google's broader goal of reducing reliance on a single chip supplier and optimizing costs for its extensive AI workloads.

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