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2 stories for“custom silicon”

Marvell granted Google a warrant over nearly 59 million shares, most of which only vests if Google hits purchasing targets running to fiscal 2033. It is a customer being paid in equity to remain a customer, and that structure is spreading.

Aug 22, 2026

Technology

There Are Now Computers Doing Real Work in Orbit, and a Long Way to Go

The first orbital data centre nodes launched in January and multiple operators ran production workloads by February. The physics is genuinely favourable. The economics depend entirely on launch costs.

Aug 15, 2026

Results

Google Was Handed the Right to Buy $12.2 Billion of Its Chip Supplier, If It Buys Enough Chips

There Are Now Computers Doing Real Work in Orbit, and a Long Way to Go

Results

Google Was Handed the Right to Buy $12.2 Billion of Its Chip Supplier, If It Buys Enough Chips

There Are Now Computers Doing Real Work in Orbit, and a Long Way to Go