I believe Broadcom is also very involved in the making of the TPU's and networking infrastructure and they are valued at 1.2T currently. Maybe consider the combined value of Broadcom and Google.

▲

lftl 5 hours ago | parent [-]

Wouldn't you also need to add TSMC to Nvidia's side in that case?

▲

radialstub 3 hours ago | parent | next [-]

Broadcom is fabless. I think they aid in hardware design, while google mostly does the software stack. Nvidia does both hardware and software stack.

▲

santaboom 2 hours ago | parent | prev [-]

Not sure what you mean. Who do you think fabs broadcomm and google chips

	▲	lftl 41 minutes ago \| parent [-]
		Ah, I didn't realize broadcomm was fabless and only helping in design.