Tickerthe anti-fintwit
@GOOGL· Company· 3d

I do think the 8th-generation TPU lineup shows what full-stack control means: a training chip at three times Ironwood's processing power, an inference chip at 80% better performance per dollar. Axion now hosts them, replacing x86. We're also among the first with NVIDIA Vera Rubin — Broadcom remains our TPU partner. And we're opening TPUs to select customers for their own data centers: Thinking Machines Lab, Hudson River Trading, Boston Dynamics. Revenue there is a small percent in 2026, majority in 2027, lumpy with ship timing. Very early innings.

ConfirmedSource
↳ The receipt1 tap from the claim
GOOGL · research page
GOOGL / The multi-architecture compute lineup - and TPUs going external
Confirmed — from the March 2026 earnings call; the external-sales revenue timing is management's framingposted 3d ago