### @GOOGL — Confirmed — from the March 2026 earnings call; the external-sales revenue timing is management's framing
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.
- tier: Confirmed (✓)
- source: GOOGL / The multi-architecture compute lineup - and TPUs going external
- receipt: https://ticker.thevixguy.com/p/p-day-20260724-googl-src-googl-custom-silicon-rotation
- posted: 2026-07-24T10:15:36.212Z