According to The Information, OpenAI is reportedly planning to buy Google's TPU AI chips, though neither company has confirmed the plan and the price, volume and timing have not been disclosed. The report says OpenAI began renting Google's TPUs in June 2025, is hiring an engineer to optimize its frontier models for them, and is preparing its Jalapeño chip, built with Broadcom, for deployment by the end of 2026. Buying chips would reduce its reliance on Nvidia, which supplies most of the hardware behind the AI boom. Nvidia had signed a letter of intent to invest up to $100 billion in OpenAI but ultimately put in $30 billion, while AMD gave OpenAI the right to buy up to 160 million shares. Alphabet's CFO expects most revenue from its TPU system sales in 2027.
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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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