Google is Having a TPU Moment

What happened: Google's TPUs are drawing new outside demand. Oracle will become the first major cloud provider outside Google to offer TPUs in its own data centers, and OpenAI plans to buy Google's TPUs. Key numbers: Anthropic plans to spend $114.5 billion with Google Why it matters: Google only began recognizing revenue from TPU sales to outside data centers last quarter, and CFO Anat Ashkenazi said the vast majority of that revenue will kick in next year. Nvidia expanded its Meta partnership, with a $3 billion investment in Meta's stock offerings, as Google's TPU growth draws attention.

Google's TPUs are drawing new outside demand. Oracle will become the first major cloud provider outside Google to offer TPUs in its own data centers, and OpenAI plans to buy Google's TPUs.

Google only began recognizing revenue from TPU sales to outside data centers last quarter, and CFO Anat Ashkenazi said the vast majority of that revenue will kick in next year. Nvidia expanded its Meta partnership, with a $3 billion investment in Meta's stock offerings, as Google's TPU growth draws attention.