Executive Summary Broadcom has long been one of Google’s key partners in building the TPU architecture. As Google plans to make its TPU technology available to external customers, this partnership is entering a new phase. Broadcom’s role is shifting from that of a co-designer to that of a modular integrator, serving as a stable and indispensable technical pillar within Google’s institutional framework. This position provides stability, but it also limits Broadcom’s ability to influence the