Google’s TPU is gaining traction as a strong alternative to NVIDIA, and Samsung is emerging as a beneficiary of the growing ASIC trend. According to Chosun Biz, Samsung Electronics is supplying HBM to Broadcom, the world’s largest ASIC design company, and its sixth-generation HBM (HBM4) has repo...

Google’s TPUs are emerging as a credible alternative to NVIDIA, and Samsung is reportedly supplying the majority of the HBM fueling that momentum. According to Hankyung, industry sources say Samsung Electronics provides more than 60% of Google’s HBM shipments in 2025 through Broadcom. The report...

As major U.S. cloud providers ramp up their AI ASIC efforts to lessen dependence on NVIDIA, Meta is reportedly evaluating to spend billions on Google’s in-house AI chips. According to Bloomberg, citing The Information, Meta is in talks to deploy Google’s TPUs in its data centers starting in 2027...

Google is advancing its lead in the custom silicon race with its Tensor Processing Units (TPUs). According to CNBC, the company’s seventh-generation TPU, known as Ironwood, is set to hit the market for public use in the coming weeks. In its press release, Google said Ironwood is designed to handle...

As hyperscalers kick off their latest earnings reports today, capex is taking center stage amid AI bubble concerns. But for now, those worries may be on hold, as Alphabet, Meta, and Microsoft all plan to ramp up spending significantly, CNBC reports. Among them, Alphabet—Google’s parent—stan...