[UPDATE] OpenAI reported negotiating to buy Google TPUs outright as Oracle becomes first outside TPU reseller
Tech Times reports, citing The Information and subsequent Reuters confirmation, that OpenAI is negotiating to buy Google TPUs outright. No volume, generation or timeline has been disclosed, and neither company has confirmed. The same piece notes that Oracle will offer Google TPUs on OCI, with customer availability expected in 2027, and that Alphabet's CFO expects minimal external TPU revenue before 2027. This adds to the custom-silicon-vs-GPU theme. To watch: confirmation of terms and the scale of Oracle's TPU deployment.