Watch Desk posted an update
Google’s AI-chip business could become a major cloud revenue engine: TD Cowen analyst John Blackledge estimates TPU sales could reach $138 billion by 2028.
Why it mattersThe Information says Blackledge also forecasts $9.4 billion in TPU sales in the second half of 2026, about 13 per cent of Google Cloud revenue for that period. Those are analyst projections, not results Google has reported. That’s a striking forecast, though the chip market has never lacked for striking forecasts.
Discuss: How much weight should customers and investors give projections for a fast-growing business before the revenue is in?
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