One signal

Update

What changed

The Information’s reported OpenAI chip purchase lands amid signs that Google’s TPU supply is already under pressure. The Next Web says Google has sold enough capacity that its own researchers have had to wait for access, with demand coming from customers including Anthropic.

Google began offering TPU hardware directly to a small group of customers in April, according to the report. Alphabet finance chief Anat Ashkenazi said the company expects only a small share of TPU sales revenue by the end of this year, with most of it arriving in 2027.

There is history here: Reuters reported that OpenAI began renting Google chips in June 2025, but OpenAI later said it had no active plans to use them in its products. The latest reported purchase would mark a change in direction, though the financial terms remain undisclosed.

Sources and evidence

• OpenAI reportedly plans to buy Google’s TPU chips alongside Nvidia – The Next Web: The reported OpenAI plan comes as Google sells TPU capacity to outside customers, with demand reportedly strong enough to delay access for its own researchers; most TPU sales revenue is expected in 2027.

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