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Markets · Investing · Business
Finance
2 Stocks to Buy as Google Starts Selling Its AI Chips
The search giant's in-house AI chip is now a product line. Two companies collect on every system that ships.
For years, Google's custom artificial intelligence (AI) chips, called tensor processing units (TPUs), could be rented through Google Cloud but not bought -- Google didn't sell them. That changed in the second quarter, when Alphabet(NASDAQ:GOOGL)(NASDAQ:GOOG) delivered TPU systems to customer data centers for the first time and began recognizing revenue from the sales.
The dollars are small so far.
Details
Alphabet has signed only a limited number of agreements, with customers that run their own infrastructure for specialized, high-scale AI workloads. And it said the significant majority of the revenue from those deals will arrive in 2027.
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