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BusinessQuiet 11d · day 12

OpenAI Reportedly Plans to Buy Google's TPUs, Diversifying From Nvidia

The Information reports OpenAI will purchase Google's AI chips as it expands infrastructure beyond its heavy reliance on Nvidia GPUs.

newest coverage 10d agosummary written 11d ago45 pieces822 likes & upvotes115 comments MastodonNewswiresXGoogle NewsRedditBluesky

Part of a larger narrative

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What to know

  • The Information reports OpenAI, a major Nvidia customer, plans to buy Google's TPUs, with a job listing seeking an engineer to optimize models for the chips.
  • The deal would deepen ties between rivals OpenAI and Google, following last week's news that OpenAI will offer its models via Google Cloud.
  • No financial terms were disclosed; both OpenAI and Google declined or did not respond to comment requests.
  • The report lands as Alphabet reports quarterly earnings, with investors watching whether heavy AI infrastructure spending, including TPU sales, is paying off.

OpenAI ChatGPT maker, reported TPU buyerGoogle (Alphabet) TPU maker and cloud providerNvidia Dominant AI chip supplierAnat Ashkenazi Alphabet CFO

OpenAI Reportedly Plans to Buy Google's TPUs, Diversifying From Nvidia
Business Insider

How it unfolded 1 development · click the chart to see its coverage articlesposts

Peak 40 pieces in 3h at Oct 27, 7 PM; 45 pieces over 12 days (39 articles · 6 posts) Oct 27, 7 PM — 40 pieces · 36 articles · 4 posts — Newswires 26, Google News 10, X 3, +1 moreOct 27, 10 PM — 2 pieces · 2 articles — Newswires 2Oct 28, 1 AM — quietOct 28, 4 AM — quietOct 28, 7 AM — 1 piece · 1 post — Bluesky 1Oct 28, 10 AM — 1 piece · 1 article — Newswires 1Oct 28, 1 PM — quietOct 28, 4 PM — 1 piece · 1 post — Reddit 1Oct 28, 7 PM — quietOct 28, 10 PM — quietOct 29, 1 AM — quietOct 29, 4 AM — quietOct 29, 7 AM — quietOct 29, 10 AM — quietOct 29, 1 PM — quietOct 29, 4 PM — quietOct 29, 7 PM — quietOct 29, 10 PM — quietOct 30, 1 AM — quietOct 30, 4 AM — quietOct 30, 7 AM — quietOct 30, 10 AM — quietOct 30, 1 PM — quietOct 30, 4 PM — quietOct 30, 7 PM — quietOct 30, 10 PM — quietOct 31, 1 AM — quietOct 31, 4 AM — quietOct 31, 7 AM — quietOct 31, 10 AM — quietOct 31, 1 PM — quietOct 31, 4 PM — quietOct 31, 7 PM — quietOct 31, 10 PM — quietNov 1, 1 AM — quietNov 1, 3 AM — quietNov 1, 6 AM — quietNov 1, 9 AM — quietNov 1, 12 PM — quietNov 1, 3 PM — quietNov 1, 6 PM — quietNov 1, 9 PM — quietNov 2, 12 AM — quietNov 2, 3 AM — quietNov 2, 6 AM — quietNov 2, 9 AM — quietNov 2, 12 PM — quietNov 2, 3 PM — quietNov 2, 6 PM — quietNov 2, 9 PM — quietNov 3, 12 AM — quietNov 3, 3 AM — quietNov 3, 6 AM — quietNov 3, 9 AM — quietNov 3, 12 PM — quietNov 3, 3 PM — quietNov 3, 6 PM — quietNov 3, 9 PM — quietNov 4, 12 AM — quietNov 4, 3 AM — quietNov 4, 6 AM — quietNov 4, 9 AM — quietNov 4, 12 PM — quietNov 4, 3 PM — quietNov 4, 6 PM — quietNov 4, 9 PM — quietNov 5, 12 AM — quietNov 5, 3 AM — quietNov 5, 6 AM — quietNov 5, 9 AM — quietNov 5, 12 PM — quietNov 5, 3 PM — quietNov 5, 6 PM — quietNov 5, 9 PM — quietNov 6, 12 AM — quietNov 6, 3 AM — quietNov 6, 6 AM — quietNov 6, 9 AM — quietNov 6, 12 PM — quietNov 6, 3 PM — quietNov 6, 6 PM — quietNov 6, 9 PM — quietYesterday, 12 AM — quietYesterday, 3 AM — quietYesterday, 6 AM — quietYesterday, 9 AM — quietYesterday, 12 PM — quietYesterday, 3 PM — quietYesterday, 6 PM — quietYesterday, 9 PM — quietToday, 12 AM — quietToday, 3 AM — quietToday, 6 AM — quietToday, 9 AM — quiet 1
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  1. background

    Alphabet reports earnings amid AI spending scrutiny — The report broke the same day Alphabet was set to report quarterly results, with investors watching for signs that its AI investment, including TPU sales, is translating into cloud growth; Amazon, Microsoft and Alphabet plan combined AI infrastructure spending of up to $600 billion this year.

  2. 1

    Bloomberg and Reuters corroborate OpenAI-Google chip report

    Bloomberg, Reuters and other outlets confirm the plan via sources familiar with the matter; no financial terms were disclosed, and both OpenAI and Google declined to comment or did not immediately respond.

    “OpenAI intends to buy artificial intelligence computing chips from Alphabet Inc.'s Google, according to a person familiar with the matter…”
    — Bloomberg
    1. 23 outlets OpenAI to Buy Google AI Chips in Bid to Diversify Computing Power Beyond NVIDIA: Report

      first by Techstrong.ai, 11d ago · also Coinpaper, Yahoo Finance, Tech in Asia, 24/7 Wall St., Storyboard18, Hindustan Times +16

      23 more headlines

    • OPENAI REPORTEDLY PLANS TO BUY GOOGLE AI CHIPS OpenAI plans to purchase AI chips from Google ($GOOGL), according to The Information, citing a person familiar with the matter. Financial terms and the size of the potential deal were not disclosed. Reuters has not independently

      @DeItaoneX11d ago822▲view on X ↗
    2 more of the top 3 · 3 posts in this stretch

    • First Scoop: OpenAI is buying Google's AI chips. It's a big win for Google's TPU chip business, which is a growing challenger to Nvidia. Also follows Oracle, which today said it would buy and rent out TPUs to customers. Talk to Barwick, folks! https://www.theinformation.com/ ...

      @ryanbarwickX11d agoview on X ↗

    • This morning, Oracle said it's buying Google's TPU chips. Oracle also announced four new products built w/OpenAI. Hours later, OpenAI is buying Google's TPU chips. So wild.

      @thekenyeungX11d agoview on X ↗
    all of them →
  3. background

    The Information reports OpenAI plans to buy Google's TPUs — Citing a person familiar with the matter, The Information reported OpenAI intends to purchase Google's AI chips; a job listing shows OpenAI seeking an engineer to optimize its models for TPUs.

  4. background

    OpenAI agrees to offer models via Google Cloud — Ahead of the chip-buying report, OpenAI said it would make its frontier AI models available through Google Cloud, a step that set the stage for deeper commercial ties between the rivals.

Also covered reported alongside — the timeline has no entry for these yet

  1. 3 outlets OpenAI Weighs Buying Google TPUs, Easing Nvidia Reliance

    first by Seoul Economic Daily, 11d ago · also Finimize, The Information

    2 more headlines

and 1 smaller piece

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