Google v10 TPU may bring AMD in while keeping existing partners

The article reports on market speculation regarding AMD's potential involvement in Google's v10 TPU development without providing details about the nature of the collaboration, its scope, or timeline. The core tension the piece raises is whether Google's move to potentially include AMD would expand its supplier ecosystem or displace existing relationships. Google's ASIC strategy is strategically important because custom chips give the company control over performance and cost for its AI infrastructure, and changes to that strategy ripple through the semiconductor industry. The mention of Broadcom and MediaTek as current partners suggests Google has already diversified its ASIC sourcing; the question posed is whether AMD represents further diversification or a reshuffling of that base.