Google's TPU demand surges as Oracle and OpenAI sign on

Google is set to report third-quarter earnings amid surging demand for its in-house TPU AI chips. Oracle will become the first major outside cloud to offer TPUs in its own data centers, OpenAI plans to buy them, and Anthropic has committed $114.5 billion to Google Cloud plus up to $150 billion more for TPU compute.

• Oracle becomes first major outside cloud to offer TPUs in its data centers
• OpenAI, a longtime Nvidia customer, plans to buy Google TPUs
• Anthropic committed $114.5B to Google Cloud and up to $150B for TPUs
• TD Cowen sees $9.4B in TPU sales in H2 and $138B by 2028