Omdia: Demand for Google's TPU chips accelerates challenging NVIDIA's dominance

LONDON, Dec. 18, 2024 /PRNewswire/ -- Omdia's latest research highlights the rapid growth in demand for Google's Tensor Processing Unit (TPU) AI chips, a trend that may be strong enough to start chipping away at NVIDIA's market dominance in GPUs. 3Q results from Broadcom, whose Semiconductor Solutions division acts as a custom chip outsourcing partner for Google, Meta, and several other AI players, give our analysts some insight into purchasing trends and information that is typically kept under wraps – how many custom processors is Google buying?