TechInsights estimates Google's custom silicon shipments reached 2 million units in 2021, making it the third-largest designer of datacenter processors behind Nvidia and Intel.
Google's TPU shipments have increased with each new generation, particularly with TPU v4 released in 2021, fueling the growth of its chip business and benefiting Broadcom.
Google runs TPUs for internal workloads and Nvidia GPUs for cloud computing, claiming the largest installed base of AI accelerators and AI computing infrastructure in the industry.
The server market underwent inventory correction last year, with hyperscalers extending server lifetime and increasing expenditure on accelerated servers and Nvidia GPUs to meet AI demands.
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