By Hugh Langley
Publication Date: 2026-10-28 16:28:00
Earlier this year, Nvidia CEO Jensen Huang downplayed the threat of other companies building competing AI chips, including Google.
“Without Anthropic, why would there be any TPU growth at all?” he said in an interview with podcaster Dwarkesh Patel, referring to Google’s custom chips. “It’s 100% Anthropic.”
That is no longer the case.
On Tuesday, Google and Oracle announced a blockbuster deal that will see Google’s TPUs, short for Tensor Processing Units, made available to Oracle cloud customers from next year. As the companies underscored in a joint announcement, it’s the first time Google’s TPUs have been offered on a hyperscaler’s platform beyond its own.
Anthropic isn’t the only one Nvidia should be worried about. OpenAI currently has a job listing for a software engineer to optimize its models for TPUs, and The Information reported Tuesday that OpenAI plans to buy TPUs from Google.
Meanwhile, several analysts have predicted Google’s TPU business is about to explode as more companies hedge their bets with a multichip strategy — providing an opening for Google and others to further move onto Nvidia’s turf.
Despite this, Nvidia’s chip business still eclipses everyone else’s, including Google, which is also a big customer of Nvidia’s GPUs. Yet Google’s AI chips, which the company began building more than a decade ago to power search and other products, might be poised for takeoff.
In its IPO paperwork filed this week, Anthropic said it…
