Google Zebrafish TPU may still tap Broadcom

// 106d agoINFRASTRUCTURE

Google Zebrafish TPU may still tap Broadcom

Reports point to Google splitting its next TPU generation between suppliers, with MediaTek tied to Zebrafish and Broadcom still active elsewhere in Google’s TPU program. There is no public confirmation that Broadcom is fully out of Zebrafish, so the safest read is that Google is diversifying its silicon supply chain rather than replacing one vendor outright.

// ANALYSIS

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.

// TAGS

google-tpubroadcommediatekinferencecloud

DISCOVERED

106d ago

2026-04-16

PUBLISHED

106d ago

2026-04-16

RELEVANCE

7/ 10

AUTHOR

bartturner

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