For years, Google's custom artificial intelligence (AI) chips, called tensor processing units (TPUs), could be rented through Google Cloud but not bought -- Google didn't sell them. That changed in the second quarter, when Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) delivered TPU systems to customer data centers for the first time and began recognizing revenue from the sales. The dollars are small so far. Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout.
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