Alphabet: Google Takes Direct Aim at Nvidia with New TPU Variants - $135 Billion TPU Revenue Expected by 2028?
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Alphabet expands its own line of AI accelerators to four TPU variants, specifically targeting Nvidia in specialized AI applications. Bloomberg Intelligence expects annual TPU system revenues to rise from an estimated $12 billion in 2026 to over $135 billion by 2028. Apple, Meta, Oracle, and Anthropic are already leveraging Google's TPU technology – all available capacities are reportedly contractually bound, according to Alphabet. Google Launches Two New AI Chips for the Agent Boom Alphabet is intensifying competition with Nvidia....
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