Google taps MediaTek to build Triggerfish TPU, possibly at expense of Broadcom, Qualcomm: GF

Google is quietly reshaping the chip supply chain that powers its artificial intelligence ambitions, potentially upending decades of relationships with established chipmakers by tapping MediaTek to design custom processors that Broadcom and Qualcomm had long dominated. The move signals a strategic pivot toward controlling more of its AI infrastructure in-house, a gambit that could reverberate across Silicon Valley's most profitable corner. If confirmed, the partnership would mark another significant blow to traditional chip suppliers already struggling as cloud giants like Google, Amazon, and Microsoft increasingly build their own semiconductors.

Seeking Alpha·2h ago