Alphabet Resumes External TPU Sales After 11 Years, Eyes 20% AI Chip Share

Alphabet confirmed it will sell TPUs externally for the first time since 2015, targeting latency-sensitive workloads with modest revenue late 2026 and major gains in 2027. This follows its April 29 Q1 earnings announcement of TPU sales to select customers, new 8t training and 8i inference chips, multi-gigawatt Anthropic deal online in 2027, and a reported multibillion-dollar Meta agreement, sparking a ~10% share surge to ~$380. D.A. Davidson estimates up to 20% AI chip market capture, heightening Nvidia rivalry amid Amazon's $20B chip run-rate.