Hardik Shah
2026.07.13 17:21

โšก ๐”๐๐ƒ๐€๐“๐„: $Alphabet(GOOGL.US) Google Expands TPU Push Into AI Cloud Market Dominated by Nvidia - Seeking Alpha - $Nebius(NBIS.US) $Coreweave(CRWV.US) $NVIDIA(NVDA.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐†๐จ๐จ๐ ๐ฅ๐ž is marketing ๐“๐๐”๐ฌ to emerging AI neocloud providers.

โžค ๐๐ฏ๐ข๐๐ข๐š continues to dominate the neocloud GPU market.

โžค Google reportedly approached ๐๐ฌ๐œ๐š๐ฅ๐ž to adopt TPU infrastructure.

โžค Nscale said current deployments remain focused on ๐๐ฏ๐ข๐๐ข๐š ๐†๐๐” capacity.

โžค Smaller neoclouds could become potential ๐†๐จ๐จ๐ ๐ฅ๐ž ๐“๐๐” customers.

โžค Google already supplies TPUs to ๐€๐ง๐ญ๐ก๐ซ๐จ๐ฉ๐ข๐œ, ๐Œ๐ž๐ญ๐š, and ๐€๐ฉ๐ฉ๐ฅ๐ž.

โžค Google and ๐๐ฅ๐š๐œ๐ค๐ฌ๐ญ๐จ๐ง๐ž are building a TPU-powered neocloud.

โžค Venture plans to rent TPUs to AI labs and enterprise customers next year.

โžค Google is also partnering with AI cloud provider ๐…๐ฅ๐ฎ๐ข๐๐ฌ๐ญ๐š๐œ๐ค.

๐Ÿ‘‰ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

๐“๐ก๐จ๐ฆ๐š๐ฌ ๐Š๐ฎ๐ซ๐ข๐š๐ง, Google Cloud CEO:

"This joint venture with Blackstone helps meet growing demand for TPUs, which are optimized specifically for efficiency and performance in the AI era. Together, we're accelerating AI transformation and providing more options for organizations to access accelerated compute capability."

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