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Marvell Technology Engages in Chip Development Talks with Google
Marvell Technology has entered discussions with Google to develop custom chips focused on artificial intelligence, storage, and networking. The announcement, made public on April 19, 2026, positions Marvell as a design partner in Google's custom silicon operations, potentially altering the landscape of its silicon supply chain, which has been heavily reliant on Broadcom.
The collaboration will focus on two specific custom AI chips. The first is a Memory Processing Unit (MPU) intended to enhance Google's existing Tensor Processing Units (TPUs). The second chip is an inference-optimized TPU, specifically designed for AI inference workloads. Marvell will serve as a design-services provider, complementing the current TPU offerings rather than replacing them. Previously, MediaTek had a similar role in collaboration with Google on its Ironwood TPU.
The timeline for the MPU design is set to be finalized by 2027, followed by test production. Meanwhile, Google's partnership with Broadcom for TPU and networking components has been extended through 2031. Following the announcement of the talks with Marvell, the latter's stock experienced a rise of nearly 5-6%, while Broadcom's shares saw a slight decline. Additionally, Nvidia has made a $2 billion equity investment in Marvell, aimed at advancing AI accelerators and interconnect technology.
Source: KLEA News