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Google changes cloud strategy, allows external partners like Oracle to sell its AI chip TPU for the first time.
Google is changing its cloud strategy, allowing external partners like Oracle to sell its AI chips, TPUs, for the first time. This move aims to expand its AI chip business and compete with NVIDIA. Oracle announced on Tuesday that it will offer Google's Tensor Processing Units (TPUs), marking the first time customers can access TPUs outside of Google's infrastructure. Additionally, OpenAI also plans to procure TPUs from Google. TD Cowen projects Google's TPU business sales to reach $9.4 billion in the second half of the year and $62.5 billion by 2027.
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