Google Rumored to Partner with AMD on 10th-Generation TPU Project

A leaked report from SemiAnalysis suggests that Google is collaborating with AMD on its 10th-generation TPU (TPU v10) project. If confirmed, this partnership could mark AMD's first major design win in the custom AI ASIC market. This collaboration could challenge Broadcom's dominance as Google's primary ASIC design partner and significantly boost AMD's position in the custom AI silicon market. It also highlights the industry's shift toward tightly integrating CPUs and TPUs on a single package to handle complex reinforcement learning workloads. Google is reportedly interested in AMD's advanced packaging technologies and CPU IP to develop a single-package SoC that combines both TPU and CPU. Historically, Google has relied on design partners like Broadcom and MediaTek for its custom AI hardware.