OpenAI plans to buy AI chips from Google, part of Alphabet, to expand its computing capacity and diversify its processing power sources, according to The Information, citing a person familiar with the matter. Final terms of the potential deal have not been determined. The chips are Google's tensor processing units (TPUs), which have emerged as an alternative to Nvidia's GPUs that dominate AI computing, as demand for chips to train and run AI models surges. OpenAI is also developing its own chips, called Jalapeno, with Broadcom, aiming to support its AI models later this year. The reported move reflects a broader industry push toward custom silicon and less reliance on external suppliers.
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OpenAIartificial intelligencesemiconductorsGOOGL
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Related tickers and likely impact
GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: high
| 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% |
NVDA
▼ Likely negativeNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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