Google alters cloud playbook turning to partners to sell more AI chips
Google is expanding the reach of its custom AI chips, known as TPUs, by allowing Oracle to offer them to cloud customers. This move marks a shift in strategy as Google seeks to compete more aggressively with Nvidia in the AI hardware market.
Why it matters
The move signals a major shift in the cloud computing landscape, potentially challenging Nvidia's dominance in AI infrastructure.
Google has spent years pitching customers on the advantage of buying its chips, models and cloud services in one place, offering a full stack that rivals Amazon and Microsoft have tried to replicate.
Now, the company is pushing its equipment outside of its own walls to reach more customers and build a bigger business around artificial intelligence chips, a market that Nvidia has dominated.
A day ahead of its third-quarter earnings report, Alphabet said Tuesday that Oracle will offer Google's tensor processing units, or TPUs, the custom chips the internet giant has been developing since 2013 . It's the first time customers will be able to access TPUs outside of Google's infrastructure, and shows that cloud boss Thomas Kurian, who previously spent more than 20 years at Oracle, is looking elsewhere for growth.
Headlinne story · 3 newsrooms
Google Partners With Oracle to Expand Access to Custom AI Chips
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