Google to sell its TPUs to some customers, who also fancy big-G GPUs

Google Cloud will start selling its custom tensor processing units to some customers, because they want them and the search giant wants to diversify its revenues.

News of the chip sales emerged on Wednesday during the Q1 2026 earnings call for Alphabet, Google’s parent company.

CEO Sundar Pichai said Google has observed growing demand for TPUs from “AI labs, capital markets firms and high-performance computing applications” and will therefore “begin to deliver TPUs to a select group of customers in their own data centers.” The CEO said some customers have shown “massive interest in our GPU offerings as well.”

Chief Financial Officer Anat Ashkenazi said Google will record some revenue from TPU sales this year, but that the balance sheet impact will be more marked in 2027. She also warned “It is important to keep in mind that revenues from TPU hardware sales will fluctuate from quarter to quarter ...