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Digitimes October 29, 2026 By DIGITIMES neutral

Analysis: Google opens its AI chips to rivals but won't say if it makes money

AppleGoogleAnthropicAI / LLMSemiconductors
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave two reasons: outside customers keep the chips competitive, and outside volume lowers the cost of every chip Google uses itself. However, it would not say how much money the business makes.
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