SemiAnalysis(@SemiAnalysis_):BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG Google Cloud has shifted from being a cloud to a hardware vendor, and this quarter was the first time they said "primarily" with meaningful language change. Is this Google bowing out of the race as they shift to becoming an NVIDIA competitor versus a hyperscaler? More on the call soon 🤞

2026.07.22 20:15

BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG Google Cloud has shifted from being a cloud to a hardware vendor, and this quarter was the first time they said "primarily" with meaningful language change. Is this Google bowing out of the race as they shift to becoming an NVIDIA competitor versus a hyperscaler? More on the call soon 🤞