Google parent Alphabet is in the talks with Marvell Technologies — a company that provides custom AI chip design services — to design new versions of its artificial intelligence chips, according to reports.
According to the Information and Funda AI, the partnership would target AI “inferencing.” This means it would involve processing workloads, not training AI models. The reports state that Marvell would reportedly design an AI memory chip designed to work with Google processors
Google AI accelerators (TPUs), have been challenging Nvidia’s dominance. Nvidia is developing its own new AI inferencing chips using technology from Groq. Google already has a deal with Broadcom to develop the next generations of TPUs until 2031.
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Both Broadcom and Marvell help clients with designing chips, as growing adoption of AI tools boost demand for specialized processors used in advanced data centers.
The reports say that Google might be looking to diversify from Broadcom amid surging demand for its chips. Businesses are increasingly seeking alternatives to Nvidia’s pricey chips. Anthropic uses a range of chips, including Google’s TPUs to develop and run its AI software and chatbot Claude.
“It should be no surprise that rivals (of Nvidia) will want to grab a piece of the market and the apparent growth on offer by developing their own product,” said Russ Mould, investment director at AJ Bell. “It also makes sense for customers to diversify their sources of supply, if they can, so they can spread technological and supply chain risk.”
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Last week, Meta extended its deal with Broadcom to produce several generations of custom AI processors. The social media giant paid Broadcom $2.3 billion last year for AI chip design and related services.
Marvell shares have gained about 64% so far this year, after previously declining roughly 23% in 2025.
Nvidia had invested $2 billion in Marvell last month in an attempt to make it easier for customers to use the custom AI chips that Marvell designs with Nvidia’s networking gear and central processors. Marvell expects to its revenue to approach $15 billion in fiscal 2028, and is set to add more than $6 billion to its market value of $122.15 billion, if the gains hold through the session. According to Reuters, Marvell trades at 33.35 times the estimates of its earnings for the next 12 months, compared with 27.84 for Broadcom.