Semiconductor Insider(@SemiconductorsX):Google’s TPU strategy in one meme: build custom chips to dodge the Nvidia tax, sell systems to external customers (Anthropic, Apple, Oracle deals) for profit, then still rent Nvidia GPUs because you don’t have enough capacity. Q3 2026 numbers confirm it. TPU system sales are now a meaningful Cloud revenue contributor, yet management openly said they’re supply-constrained and started using third-party compute. Demand is outrunning even Google’s own silicon. The “escape Nvidia” plan and the capacity reality are running in parallel. $NVDA $GOOGL

Semiconductor Insider

@SemiconductorsX

Semiconductor Insider • Independent news & analysis on AI Hardware, Semiconductors & Electronics | Supply chains, fabs & market insights.

参加 May 2016

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Semiconductor Insider@SemiconductorsX

2026.10.29 07:25

Google’s TPU strategy in one meme: build custom chips to dodge the Nvidia tax, sell systems to external customers (Anthropic, Apple, Oracle deals) for profit, then still rent Nvidia GPUs because you don’t have enough capacity. Q3 2026 numbers confirm it. TPU system sales are now a meaningful Cloud revenue contributor, yet management openly said they’re supply-constrained and started using third-party compute. Demand is outrunning even Google’s own silicon. The “escape Nvidia” plan and the capacity reality are running in parallel. $NVDA $GOOGL