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ChipsThe story, in brief

Google plans nearly two million new AI chips as it turns to Marvell for custom designs

Two million. That's how many custom AI chips Google is ordering from Marvell to fuel its next-gen data center arms race.

Reporting by The Decoder 1 min brief
Paper-cut illustration of an amber microchip with circuit paths extending into a row of data-center cabinets.
The infrastructure powering AI.AI illustration by KeyNews
The KeyNews take

Why it matters

Google is making a major pivot away from pure NVIDIA dependency, contracting Marvell for custom silicon at unprecedented scale. This signals both the capex intensity of the AI infrastructure race and a critical shift in chip sourcing strategy among hyperscalers.

The key facts

5 to know

  1. Google in talks with Marvell Technology for two new specialized chips

  2. Nearly two million custom AI chips planned

  3. Designed for Google data centers

  4. Source: The Information (citing two sources)

  5. Strategic shift toward custom silicon design partnerships

Go to the source

The Decoderthe-decoder.com

Publisher excerpt: Google is in talks with chip designer Marvell Technology to develop two new specialized chips for its data centers, according to The Information, citing two sources.
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