Locator: 44586CHIPS.
Google xpu xpus
From google AI:
Link here.
"The dividing force behind the diverging narratives was
artificial intelligence."
From the linked article:
The driving force behind the diverging narratives was artificial
intelligence. Broadcom rode the AI train, while Intel largely missed it.
The changing fortunes of the two chipmakers underscores the fleeting
nature of leadership in the tech industry and how a few key decisions
can result in hundreds of billions — or even trillions — of dollars in
market cap shifts.
Broadcom develops custom chips for Google and other huge cloud companies. It also makes essential networking gear
that large server clusters need to tie thousands of AI chips together.
Within AI, Broadcom has largely been overshadowed by Nvidia, whose graphics processing units, or GPUs, power most of the large language models being developed at OpenAI, Microsoft, Google and Amazonand also enable the heftiest AI workloads.
Despite
having a lower profile, Broadcom’s accelerator chips, which the company
calls XPUs, have become a key piece of the AI ecosystem.
From Broadcom's website. Link here. Note the date, December 5, 2024:
Chips: tracked here.
Tech: tracked here.
Apple silicon: tracked here.