GoKawiilGoogle lets Oracle sell its TPU AI chips outside its own cloud
Alphabet announced that Oracle will offer Google's tensor processing units through its own data centers, marking the first time the custom AI chips are available outside Google's own infrastructure. The move extends a shift that began last quarter when Google opened TPUs to outside data centers, and comes a day before Alphabet's third-quarter earnings report.
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The partnership suggests Google is loosening its historically closed, full-stack approach to chase a bigger share of the AI chip market long dominated by Nvidia, according to analysts cited. Google Cloud's revenue growth, expected by analysts to approach 90% year-over-year, and forecasts of TPU sales reaching tens of billions of dollars by 2027 indicate the custom chips could become a major growth driver if adoption outside Google spreads further.
- Oracle will offer Google's TPUs to its own cloud customers for the first time
- Google opened TPUs to outside data centers earlier this year before the Oracle deal
- Analysts project TPU sales could reach $62.5 billion by 2027, per TD Cowen estimates
Source: cnbc.com — Mackenzie Sigalos Jordan Novet, 2026-10-28
Published there as: “Google alters its cloud playbook, enlisting partners to sell more AI chips”
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