Veytics Intelligence
2026-10-28 · CNBC

Google alters its cloud playbook, enlisting partners to sell more AI chips

Google has spent years pitching customers on the advantage of buying its chips, models and cloud services in one place, offering a full stack that rivals Amazon and Microsoft have tried to replicate. Now, the company is pushing its equipment outside of its own walls to reach more customers and build a bigger business around artificial intelligence chips, a market that Nvidia has dominated. A day ahead of its third-quarter earnings report, Alphabet said on Tuesday that Oracle will offer Google's tensor processing units, or TPUs, the custom chips the internet giant has been developing since 2013 .

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