Google Zebrafish TPU may still tap Broadcom

Whether Google is unbundling TPU work across more than one partner to lower cost and reduce dependency. That fits the broader TPU roadmap: keep Broadcom on the parts where it still adds value, while using MediaTek for cheaper or differently scoped pieces.

• –Reuters reported Google has not cut ties with Broadcom, even as it explores MediaTek for the next TPU generation.
• –The Information’s reporting suggests MediaTek involvement is partly about lower per-chip cost and TSMC alignment.
• –No public source I found definitively states that Zebrafish excludes Broadcom; any claim that it does would be speculation.
• –If this split holds, it signals Google is treating TPU supply like a portfolio problem, not a single-vendor relationship.
• –For AI infrastructure watchers, the takeaway is that Google is still scaling custom silicon aggressively, with supplier mix now becoming part of the strategy.