OpenAI pledges to buy Google TPUs

OpenAI plans to purchase Google's tensor processing units, according to The Information, as it expands computing capacity beyond Nvidia. Financial terms, quantities and delivery schedules were not disclosed, and the deal follows OpenAI's earlier rental of TPUs and its Broadcom-designed custom chip.

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The reported purchase is a major external validation of Google's TPUs as a merchant alternative to Nvidia GPUs, since OpenAI is one of the largest AI compute buyers. It strengthens Alphabet's case for returns on AI infrastructure spending, with TPU revenue expected mostly in 2027. Nvidia keeps its dominant position, but the move shows its largest customers diversifying across Google TPUs and custom silicon. Broadcom stands to gain from both the TPU and OpenAI custom-chip programmes. The undisclosed size of the order limits near-term estimate changes, and investor scrutiny of roughly $600 billion in 2026 hyperscaler capex remains.