Google reportedly taps AMD to design next-generation TPU

According to SemiAnalysis, Google is reportedly collaborating with AMD to develop its 10th-generation TPU, marking AMD's first major involvement in a custom AI ASIC project. While Google has already p... Read original →

Google’s collaboration with AMD on the 10th-generation TPU signals a strategic pivot toward hybrid AI chip architectures, integrating AMD’s CPU cores to enhance support for compute-intensive workloads like reinforcement learning. This move will likely accelerate the convergence of CPU and AI accelerator technologies, improving energy efficiency and performance through tighter integration of HBM and chiplets. Broadcom’s dominance in TPU silicon design is threatened, potentially prompting Intel and Microsoft to reassess their own AI chip strategies. From a geopolitical standpoint, this development reflects Google’s effort to reduce reliance on U.S. suppliers amid escalating tech tensions, especially concerning Taiwan-based manufacturing. In the next 12–24 months, hybrid AI ASICs are expected to gain traction, with AMD positioning itself as a key player in the high-end AI chip market, reshaping competitive dynamics in the industry.