标题：Broadcom shares dip on potential Google partnership shift 来源：investing (公司名、网站名) 网址：https://reurl.cc/rElzdZ (请善用缩网址工具) 内文： Investing.com -- Broadcom (NASDAQ: NASDAQ:AVGO) shares fell 1.3% amid news tha t Google (NASDAQ:GOOGL) may partner with MediaTek for the production of the ne xt version of its Tensor Processing Units (TPUs), potentially diminishing Broa dcom’s share in the lucrative AI chip market. While Broadcom has been Google ’s exclusive partner for AI chips over the past nine years, the new arrangeme nt with MediaTek, reported by The Information, could see Broadcom having to sh are the TPU business with a competitor. The report indicates that Google’s decision to consider MediaTek stems from c ost savings and the Taiwanese firm’s strong relationship with Taiwan Semicond uctor Manufacturing Co. (TSMC), which manufactures the chips. Despite this dev elopment, Broadcom remains in discussions with Google to continue co-designing some of the AI chips. However, the prospect of shared business comes at a tim e when Broadcom has been publicly highlighting the potential billions in reven ue from TPUs and custom AI chips in the coming years. TPUs have been key to Google’s AI strategy, reducing its reliance on Nvidia ( NASDAQ:NVDA) and providing a competitive edge as demand for AI capabilities sk yrockets. Google’s investment in TPUs is significant, with spending estimated between $6 billion and $9 billion last year. Although Google may shift some o f its chip orders to MediaTek, it remains one of Nvidia’s largest customers, renting out chips to cloud customers and utilizing them internally. The move by Google reflects the intense competition and innovation in the AI c hip industry, where companies like Nvidia and Google are vying for dominance w ith large language models and other AI applications. The potential change in G oogle’s partnership for TPU production underscores the dynamic nature of the tech industry’s supply chain relationships and the ongoing search for cost ef ficiencies and strategic advantages. Investing.com——博通（Broadcom，NASDAQ: AVGO）股价下跌1.3%，原因是有消息称Goo gle（NASDAQ: GOOGL）可能与联发科（MediaTek）合作生产下一代张量处理单元（TPU） ，这可能会削弱博通在利润丰厚的AI晶片市场中的份额。过去九年来，博通一直是Google 的AI晶片独家合作夥伴，但根据《The Information》报导，Google与联发科的新合作安 排可能会让博通不得不与竞争对手分享TPU业务。 报导指出，Google考虑与联发科合作的原因在於成本节省，以及联发科与台积电（TSMC） 的紧密关系，而台积电是这些晶片的制造商。尽管如此，博通仍在与Google讨论，继续共 同设计部分AI晶片。然而，在博通公开强调TPU和客制化AI晶片未来将带来数十亿美元营 收的关键时刻，这种业务共享的前景可能带来影响。 TPU对Google的AI策略至关重要，帮助其减少对辉达（Nvidia，NASDAQ: NVDA）的依赖， 并在AI需求激增的时代提供竞争优势。Google对TPU的投资规模庞大，去年估计投入约60 亿至90亿美元。尽管Google可能将部分晶片订单转向联发科，但它仍然是辉达的重要客户 之一，不仅向云端客户出租晶片，还在内部广泛使用。 Google的这一举措反映出AI晶片产业内的激烈竞争和创新，包括辉达和Google在内的企业 都在争夺大型语言模型和其他AI应用的市场主导地位。这种可能的合作夥伴变更，凸显了 科技产业供应链关系的动态变化，以及企业在寻求降低成本和获取战略优势过程中的不断 调整。 --

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