Beth Kindig(@Beth_Kindig):Google’s $GOOG merchant TPU sales are expected to follow a rapid growth trajectory through 2028, though analysts remain split on just how large this new revenue stream will be. Barclays forecasts a sharp ramp from $20 billion in 2026 to $252.7 billion by 2028, while JP Morgan and Piper Sandler see TPU revenue only just surpassing $100 billion by then. https://t.co/4P8x09Sb8y $NVDA $AVGO

Beth Kindig

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Beth Kindig@Beth_Kindig

2026.10.28 17:29

Google’s $GOOG merchant TPU sales are expected to follow a rapid growth trajectory through 2028, though analysts remain split on just how large this new revenue stream will be. Barclays forecasts a sharp ramp from $20 billion in 2026 to $252.7 billion by 2028, while JP Morgan and Piper Sandler see TPU revenue only just surpassing $100 billion by then. $NVDA $AVGO