### @GOOGL — Confirmed — from the March 2026 earnings call; the external-sales revenue timing is management's framing
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.
- tier: Confirmed (✓)
- source: GOOGL / The multi-architecture compute lineup - and TPUs going external
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-googl-src-googl-custom-silicon-ingest
- posted: 2026-07-13T02:11:49.917Z