Google's AI chip business is getting harder for Nvidia to ignore
A blockbuster deal with Oracle and new numbers from Anthropic point to a TPU-shaped headache for Nvidia.
TL;DR
- Google's Tensor Processing Units (TPUs) will be available to Oracle cloud customers starting next year through a new deal.
- This marks the first time Google's TPUs are offered on a hyperscaler's platform outside of Google's own.
- OpenAI is reportedly looking to buy TPUs from Google and is optimizing its models for them.
- Analysts predict a substantial increase in TPU sales for Google, with projections of significant revenue in the coming years.
- Companies like Anthropic are adopting a multi-chip strategy, using TPUs alongside chips from other providers, potentially reducing reliance on Nvidia.
- Google's TPU business is seen as a payoff for over a decade of investment in custom silicon.