Alphabet's Google starts selling its own AI chips to compete with Nvidia in on-premises market, with revenue impacts expected in 2027.
Google began recognizing revenue from TPU-system sales during the second quarter of 2026. The milestone came after Google delivered the systems directly to customer data centers for the first time, CFO Anat Ashkenazi said on the company’s earnings call.
GOOG shares are slipping after earnings. See the chart and price action here.
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