SiFive Could Power Google's Next AI Chips
• Google may use SiFive's RISC-V cores in next-gen TPUs for AI, providing backwards compatibility with current TPUs
• SiFive expects major licensing deal in 2024, possibly with Google for TPU cores
• SiFive's X390 core tailored for AI workloads, so could be used in Google's TPUs
• RISC-V architecture gaining traction in data centers, so SiFive may license to other AI hardware developers
• SiFive has ambitious revenue projections for 2024, estimating over $240 million from lifetime contracts and licensing