INSIDE reports that Broadcom’s earnings commentary suggested changes in its custom chip work with Google. Part of the Google TPU-related business was described as shifting to Taiwan-based chip designer MediaTek. The news weighed heavily on investor sentiment, sending Broadcom shares down 12.59% on June 4 and highlighting intensifying competition in AI custom silicon supply chains.
Hugging Face and Google officially announced a landmark strategic partnership at the end of January 2024. The core objective of this collaboration is to deeply…