According to The Information, OpenAI is planning to buy AI chips developed by Google, a move that would expand their commercial relationship as demand for computing infrastructure grows. Neither company has confirmed the deal, and financial terms, purchase volumes, pricing and delivery schedules were not disclosed. The plan would extend an existing relationship in which OpenAI began renting Google's TPUs in June 2025 and recently agreed to offer its frontier models through Google Cloud. The article notes Amazon, Microsoft and Alphabet expect to spend as much as 600 billion USD collectively on AI infrastructure this year. OpenAI is also developing its own custom chip with Broadcom, which it plans to deploy by the end of 2026.
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OpenAIsemiconductorsartificial intelligenceGOOGL
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Related tickers and likely impact
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% |
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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