Analysis: Google opens its AI chips to rivals but won't say if it makes money

DIGITIMESOctober 29, 2026en

Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave two reasons: outside customers keep the chips competitive, and outside volume lowers the cost of every chip Google uses itself. However, it would not say how much money the business makes.

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• Anthropic
• Google
• Verktyg