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Google has started selling custom AI chips, TPUs, to external customers and generating revenue, competing with NVIDIA, which is beneficial for Broadcom.
Google announced during its Q2 earnings call that it has begun generating revenue by selling its custom AI chips (TPUs) to selected external customers. This move follows a previous decision by Google CEO Sundar Pichai, placing Google in direct competition with NVIDIA in the AI chip market. Broadcom, which partnered with Google to design the TPUs, is also set to benefit from this development.
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