拆解 Google 与 Marvell 传闻中的 1200 亿美元芯片合作
Marvell 在 8-K 文件中披露与 Google 扩大定制芯片合作,涉及 AI 推理加速器、存储控制器、网络接口控制器、内存接口控制器和近存计算等接入 TPU 生态的项目。报道称 Google 获得 5897 万股 Marvell 认股权证,按每 5 亿美元对 Google 销售额分批归属,全部归属后约占 6.3% 股份,但 Google 可推迟至 2033 年 8 月 18 日再行权。双方均未回应有关代号 Merope 的 LPU 芯片传闻,文件另提到代号 Kestrel 的产品需在 2027 年 11 月 10 日前完成认证。
components covering the gamut inside of its servers and networks. This gear is used in Google Cloud, and some of it will no doubt appear in TPU systems being sold to the likes of OpenAI and Anthropic. The increasing share of the rise in market cap that Google will gain – presuming, of course, there is one – is a kind of rebate on paying Marvell to do chip shepherding. Google pays real money for the chippery and gets a kind of funny money that strengthens its balance sheet back, and that helps G
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