When you build an AI empire just to become a Google customer

OpenAI reportedly plans to buy Google’s Tensor Processing Units (TPUs) to expand its AI computing capacity and reduce its reliance on Nvidia. The move would deepen the commercial relationship between the two companies, despite their competing AI products. Google’s chips are gaining traction as an alternative to Nvidia’s GPUs, particularly for running AI models, and Google has started selling them directly to customers. The deal’s financial terms have not been disclosed, and neither company has confirmed the reported purchase. Meanwhile, Amazon, Microsoft and Google’s parent company, Alphabet, are planning to spend up to $600 billion combined on AI infrastructure this year, highlighting the enormous investment required to meet growing demand for AI computing. [source]