According to The Information, OpenAI is reportedly planning to buy Google's custom TPU AI chips, though neither company has confirmed it and no terms or volumes have been disclosed. OpenAI began renting TPUs in June 2025 and the report says it now owns them, which would give it a second supplier beyond NVIDIA. OpenAI remains one of NVIDIA's biggest customers, and NVIDIA agreed on August 17, 2026 to provide up to $105 billion in credit support for an Ohio data center. The article says a credible alternative could weaken NVIDIA's pricing power, although TPU software still lags NVIDIA's, so the deal could be smaller or slower than the headline suggests. Alphabet closed at $320.58, up 1.19%, with a P/E of 14 versus 44 for NVIDIA, and reports earnings after the close on October 28, 2026.
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OpenAINVDAGOOGLsemiconductorsartificial intelligence
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/27/2026 | 320.57 |
| Change that session | +1.19% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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