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What changedGoogle has named Oracle as a new route for customers to access its tensor processing units (TPUs), CNBC reports. The move extends Google’s effort to sell the AI chips beyond its own cloud, although CNBC says Google had already opened access to outside data centres in the second quarter.
The new detail is the partner: Oracle will offer Google’s TPUs through its cloud. CNBC also reports that OpenAI plans to buy TPUs from Google, while Anthropic has agreed to use up to one million in a deal worth tens of billions of dollars.
The scale of the opportunity remains a forecast, not booked sales. CNBC cites analyst estimates ranging from $62.5 billion to $99 billion in TPU sales for 2027, and reports that Google must weigh external sales against the benefits of keeping its chips for its own cloud.
Sources and evidence- Google alters its cloud playbook, enlisting partners to sell more AI chips – CNBC: CNBC reports that Oracle will offer Google TPUs through its cloud, extending Google’s sales beyond its own infrastructure; it also reports planned or agreed TPU purchases by OpenAI and Anthropic and cites analyst forecasts for 2027 sales.
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