Google 推定する／予想するs no change in its 関係 with AI 半導体素子 供給者 Broadcom
Sept 21 (Reuters) - Alphabet's Google said on Thursday it does not see any change in its 関係 with Broadcom に引き続いて a マスコミ 報告（する）／憶測 the tech 巨大（な） considered dropping the chipmaker as a 供給者 of 人工的な 知能 半導体素子s as 早期に as 2027.
Broadcom 株 pared losses after 落ちるing as much as 4.3% に引き続いて The （警察などへの）密告，告訴（状）'s 報告（する）／憶測 Google will design the 半導体素子s - called tensor 過程ing 部隊s - in-house if it decided to go ahead with the 計画（する） and could 潜在的に save billions of dollars in costs 毎年.
Google has been ramping up 半導体素子 投資s this year as it plays catch-up with Microsoft for 支配 of the にわか景気ing market for generative AI 使用／適用s such as ChatGPT
The 報告（する）／憶測 had said Google's 審議s （機の）カム about after a 引き分け between the company and Broadcom over the price of the TPU 半導体素子s, and that Google has also been working to 取って代わる Broadcom with Marvell 科学（工学）技術 as the 供給者 of 半導体素子s that glue their servers together.
"Our work to 会合，会う our 内部の and 外部の Cloud needs 利益 from our 共同 with Broadcom; they have been an excellent partner and we see no change in our 約束／交戦," a Google spokesperson said.
株 of Marvell, which 拒絶する／低下するd to comment, 逆転するd course and were 負かす／撃墜する 1.3%.
Broadcom did not 答える／応じる to a Reuters request for comment.
Broadcom is seen as the second-biggest 勝利者 from the generative AI にわか景気 after Nvidia. CEO Hock Tan had 予報するd in June the 科学（工学）技術 could account for more than a ４半期/4分の1 of the company's 半導体 歳入 next year.
In May, J.P. Morgan 分析家s 概算の Broadcom could get $3 billion in 歳入 from Google this year after a "最近の order acceleration" by the company for its TPU 加工業者s.
Google co-designs its AI 半導体素子s with Broadcom and tech 巨大（な） has already lined up the 半導体 会社／堅い for its sixth 世代 加工業者, the 分析家s said. They 追加するd Broadcom also 作品 with Meta 壇・綱領・公約s on the social マスコミ 巨大（な）'s custom 半導体素子s.
Big 科学（工学）技術 companies from Microsoft to アマゾン.com have in 最近の years 急ぐd to develop custom 半導体素子s that help them save on costs and are ふさわしい to their 明確な／細部 workloads.
That 押し進める has 加速するd this year after prices 殺到するd for Nvidia's H100, the 半導体素子 that 力／強力にするs most generative AI apps, to nearly 二塁打 its 初めの cost of $20,000.
(報告（する）／憶測ing by Kanjyik Ghosh and Aditya Soni in Bengaluru; 付加 報告（する）／憶測ing by Chavi Mehta and Jaspreet Singh; Editing by Savio D'Souza, Nivedita Bhattacharjee and Krishna Chandra Eluri)
