Marvell Wins Expanded Google Data-Center Deal for AI Accelerators and Storage
Marvell Technology secured an expanded agreement with Google covering AI accelerators and other components for the search giant’s data centers, including storage controllers that support the Tensor Processing Unit platform. The deal raised investor concerns about supply-chain diversification, pressuring Broadcom shares. The article also notes Broadcom plans capital spending in Colorado and guides to $16 billion in AI revenue.