Google TPU platform: single-source to multi-sourced custom silicon Google TPU arch + software stack compute inference attach silicon TPU v8 accelerator platform multi-source: 3 partners Broadcom compute die 'Sunfish' training · net + rack thru 2031 MediaTek inference die 'Zebrafish' mem ctrl near-mem NIC storage infer accel TPU-ecosystem attachment silicon · Marvell Broadcom MediaTek Marvell multi-sourced supply exclusivity erodes leverage wedges open schedule · cost · wafer alloc conversion gate adjacency to flagship die gate closed incumbency holds AVGO thesis intact break-thesis AVGO incumbency bends purchases vest warrant purchase-vesting warrant vests thru FY2033 caveat: attach-silicon scope per analyst reports, not a Google statement
Click a silicon block to see which partner owns it. Each new source hands Google leverage over Broadcom's schedule, cost and wafer allocation — the wedge only breaks the thesis when an adjacency becomes a flagship compute-die win. Scope caveat: attach-silicon split is analyst-sourced, not Google-confirmed; warrant is equity optionality contingent on purchased silicon, not booked revenue.