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Bloomberg reports that OpenAI plans to procure AI chips from Google, bringing a competitor's processors into its own computing buildout. Richard Ho, head of OpenAI's chip team, previously worked on Google TPU-related efforts. Phoenix Technology, citing people familiar with the matter, said the final terms of the deal are not yet clear, and both OpenAI and Google declined to comment; Google began selling TPUs directly to some customers this year, and OpenAI has previously announced plans to launch its own chip later this year and is working with Broadcom to develop an in-house chip, Jalapeno. Oracle also announced on Tuesday that it will for the first time offer customers computing power based on Google TPUs on its cloud platform.
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Analytics India Magazine
OpenAI Reportedly Plans to Purchase TPUs from Google
According to The Information, OpenAI plans to purchase AI chips from Google, with the transaction amount and other details not yet disclosed. OpenAI was previously one of NVIDIA's largest customers and has rented TPUs through Google Cloud since 2025, and is also recruiting engineers responsible for optimizing its frontier models on TPUs. Google has long rented out TPUs through Google Cloud and has begun selling chips directly to some customers.
Phoenix Tech
OpenAI Plans to Purchase TPU Chips from Google
According to people familiar with the matter, OpenAI plans to buy AI chips from Google, which is owned by Alphabet. The final terms of the deal are not yet clear, and both OpenAI and Google declined to comment. Google began selling TPUs directly to some customers this year. OpenAI previously announced plans to deploy its in-house chips later this year and is working with Broadcom to develop an internal chip, Jalapeno. Oracle also announced on Tuesday that it will, for the first time, offer customers computing power based on Google TPUs on its cloud platform.
Cailian Press
OpenAI Plans to Procure TPUs from Google, Nvidia's Computing Dominance Faces New Challenge
According to people familiar with the matter, OpenAI intends to buy AI chips from Alphabet-owned Google; the final terms of the deal are not yet clear, and both OpenAI and Google declined to comment. Google began selling TPUs directly to some customers this year, and Oracle also announced this Tuesday that it will for the first time offer computing power based on Google TPUs on its cloud platform. OpenAI previously announced plans to deploy its in-house chip later this year; its internal chip Jalapeno, developed in cooperation with Broadcom, had senior Google employees involved in its development.
Cailian Press
Anthropic's prospectus discloses mixed use of four types of chips, potentially weakening Nvidia's compute pricing power
Anthropic disclosed in its S-1 prospectus that it uses four types of chips—Amazon Trainium, Google TPU, Nvidia GPU, and AMD GPU—to train Claude and provide services, and integrates compute from multiple parties into a unified, flexibly allocatable pool through software. Analysts believe that customers able to shift tasks across the four platforms have stronger bargaining power, which could weaken Nvidia's pricing power; however, Moorhead noted that Anthropic is still continuing to invest heavily in Nvidia compute, and Brad Gastwirth of Circular Technology also believes it does not constitute a major threat in the short term.
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Report: OpenAI Plans to Formally Adopt Google TPUs, Recruiting Engineers for Model Adaptation
Foreign media outlet The Information reports that OpenAI plans to formally adopt Google Cloud's TPU AI ASIC chips and has been recruiting engineers to lead model adaptation and optimization work on TPUs; people familiar with the matter say it plans to purchase Google TPUs. Google TPUs once played an important role in OpenAI's early startup days, after which its compute shifted to NVIDIA, and it has successively purchased chips from AMD, Cerebras, AWS and others, while also developing its own Jalapeño. OpenAI said in July 2025 that it was conducting early testing of Google TPUs and had no plans for large-scale deployment for the time being.
Rohan Paul
Bloomberg: OpenAI plans to purchase AI chips from Google
Bloomberg reports that OpenAI plans to purchase AI chips from Google, incorporating its competitor's processors into its own computing infrastructure. Richard Ho, head of OpenAI's chip team, previously worked on Google TPU-related efforts. Oracle will also offer TPUs in its cloud services, and Google's chips are spreading as an alternative to Nvidia GPUs to external buyers and competitors' cloud platforms.
Wall Street Insights
OpenAI plans to procure Google TPU chips and hire an engineer to lead optimization
According to The Information citing people familiar with the matter, OpenAI plans to procure Google TPU chips and has posted a job listing seeking an engineer to lead the optimization of its most advanced frontier models on TPUs. OpenAI had previously begun using Google TPUs but had said it had no plans to use TPUs specifically; in August this year, Nvidia agreed to provide more than $100 billion in credit support for OpenAI's Ohio data center project, and Jensen Huang said OpenAI has committed to spending about $600 billion by 2030 to use Nvidia servers. On the same day, Google announced that Oracle will become the first major cloud service provider to rent TPUs to customers.
Electronic Technology Application
OpenAI plans to purchase Google AI chips TPU
Tech media outlet The Information reported that OpenAI is planning to purchase Google's artificial intelligence chips, TPUs, a move that will deepen cooperation between the two competitors in the AI field. OpenAI is one of the largest buyers of Nvidia GPUs, while Google began directly selling TPUs to some customers this year; Reuters reported in June 2025 that OpenAI had begun renting Google AI chips. Details such as the financial terms of this purchase have not been disclosed, and neither Google nor OpenAI commented.
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