MediaTek may take Google's 1M training TPU business as Broadcom keeps inference
firstadopter · x · 2026-09-03
- Citing Hot Chips details: Broadcom said on its earnings call it handles TPU v8 inference, while MediaTek is doing the TPU training chip.
- The author speculates the "one million training TPUs" Google mentioned at Hot Chips may go to MediaTek rather than Broadcom — a significant blow to Broadcom.
- Also notes TPU SRAM details are worth attention from players like Cerebras.
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