Google Unveils 2 New TPU Chips as Sales Forecast Tops $135 Billion by 2028
Updated
Updated · Yahoo Finance · Nov 9
Google Unveils 2 New TPU Chips as Sales Forecast Tops $135 Billion by 2028
3 articles · Updated · Yahoo Finance · Nov 9
Summary
Google on Monday added two in-house AI chips — the TPU 8tx and 8i Max — with both systems set to ship next year, bringing its 2026 TPU lineup to four models.
The 8tx targets regulated customers by keeping data encrypted and pairing with AMD processors, while the 8i Max combines two chips in one package for AI workloads with long context windows.
Bloomberg Intelligence projects TPU sales will jump from about $12 billion this year to more than $135 billion by 2028, while Epoch AI estimates TPU shipments doubled in computing power in one quarter to roughly 800,000 chips.
Anthropic's IPO filing shows about $161 billion in TPU-linked lease payments, and Meta, OpenAI and Oracle are also buyers, signaling broad demand for Google's custom chips.
Nvidia still leads on raw performance — its Rubin chip is rated at 35 petaflops versus about 20 for Google's 8i Max — but Google is pressing a price advantage as Nvidia faces scrutiny over CEO Jensen Huang.