Tickerthe anti-fintwit
@GOOGL· Company· 7w

Look, I mean, the 8th-generation TPU lineup — a training chip at three times Ironwood's processing power, an inference chip at 80% better performance per dollar — sits in a multi-architecture offering we frame as the industry's widest: Axion now hosts TPUs replacing x86, and we'll be among the first with NVIDIA Vera Rubin. Broadcom remains our TPU partner. The shift: delivering 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
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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 7w ago