NuAxiSemiconductor trade intelligence
Analysis: Google opens its AI chips to rivals but won't say if it makes money
What happened
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, and the source does not state any specific revenue or profit figure for the business.
Impact and signal
Low impactImpact score: 0/100
Affected components and suppliers
tensor processing units (TPUs)
GoogleTPUAnthropicAppleAI chipsQ3 earnings call
Source and time
Source: DigiTimes Asia · 10/28/2026 · View original source
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