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2d ago

Google Will Sell Its TPUs on Oracle Cloud

The deal lets enterprises run Google’s TPU 8t training and TPU 8i inference chips on Oracle Cloud, opening a new sales channel Google expects will drive most TPU revenue in 2027.

The Google logo is seen during Kering Innovation Day 2026 at the company’s headquarters in Paris, France, January 22, 2026. REUTERS/Gonzalo Fuentes
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OpenAI logo and a keyboard in this illustration created on October 19, 2026. REUTERS/Dado Ruvic/Illustration/File Photo

Overview

  • Oracle and Google announced at Oracle AI World that Oracle Cloud Infrastructure will offer Google TPUs, making OCI the first major cloud outside Google to sell the chips, with the rollout beginning in 2027.
  • The hardware scheduled for OCI includes TPU 8t for model training and TPU 8i for inference, and both companies said availability will scale in a phased, multi‑year program rather than appear all at once.
  • Multiple outlets reported that OpenAI plans to buy Google TPUs to broaden its compute mix, but that plan has not been confirmed by OpenAI or Google.
  • Alphabet’s finance team has said only a small share of TPU revenue will be recognized this year and that the bulk is expected in 2027, and investors pushed Oracle stock higher after the announcement.
  • The move deepens a shift to multi‑chip, multi‑cloud strategies: Oracle is adding TPUs while keeping Nvidia and other vendors, customers gain more hardware choice close to their data, and the deal intensifies competition with Nvidia for large AI workloads.