Alphabet plans two new TPU systems for 2027, and estimates put TPU sales above $135 billion by 2028. Supply limits and weaker AI spending could slow growth, but the new offerings broaden Google's chip business.
This gives Google more ways to sell its own chips and could bring in business beyond cloud services. A sales estimate points to a large opportunity, but supply limits and weaker AI spending could slow it. The chips are not expected until 2027, so the benefit is not immediate.
Google's planned chips add a rival to NVIDIA and could challenge its lead. The products are not expected until 2027, and supply limits or weaker AI spending could slow that challenge.
Google says one new chip system works with AMD processors, giving AMD a role in the offering. The system is not expected until 2027, and the report gives no sales amount for AMD.
Apple is named among Google's TPU customers, but the report gives no new Apple deal or change in its business. It does not show a clear change for Apple.
Meta is named among Google's TPU customers, but the report gives no new Meta deal or change in its business. It does not show a clear change for Meta.
Oracle is named among Google's TPU customers, but the report gives no new Oracle deal or change in its business. It does not show a clear change for Oracle.
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