The Information reported on Tuesday, citing a person familiar with the matter, that OpenAI plans to buy Google's tensor processing units, or TPUs, AI chips. Reuters has not independently verified the report, and the financial terms were not disclosed. OpenAI declined to comment and Google did not immediately respond.
OpenAI plans to buy artificial intelligence chips from Google, The Information reported on Tuesday, citing a person familiar with the matter. The financial terms and other details of the planned purchase were not disclosed.
Reuters has not independently verified the report. OpenAI declined to comment to Reuters, which followed up on the story, and Google did not immediately respond.
Why would OpenAI buy Google's TPU chips?
The chips in question are Google's tensor processing units, or TPUs, processors built specifically for AI work. A purchase would mark a notable shift for OpenAI, which ranks among the largest buyers of Nvidia's graphics processors.
What does this deal mean for Google's TPU business?
For Google, the deal would bring in a major customer for a product it has only recently begun selling outside its own walls. In April, Google said it would sell TPU hardware directly to a small group of customers, who could run the chips in their own data centers.
Demand has grown on the back of deals with customers including Anthropic. Google has sold so much TPU capacity that its own researchers have had to wait for access.
Alphabet's finance chief, Anat Ashkenazi, has said the company expects to book a small share of TPU sales revenue by the end of this year. Most of that revenue will come in 2027, she said.
The two companies compete in AI products and search, yet their business ties keep growing. Last week, OpenAI said its frontier models would become available on Google Cloud, following a similar move with Amazon Web Services.
The relationship has shifted before. In June 2025, Reuters reported that OpenAI had begun renting Google's chips. Soon after, OpenAI said it had no active plans to use them in its products.
OpenAI is also building its own hardware. In June, it unveiled its first custom AI chip, designed with Broadcom, and plans to put it into use by the end of this year.
The report lands as technology companies pour money into AI computing. Amazon, Microsoft and Alphabet plan to spend as much as $600 billion combined on AI infrastructure this year, according to Reuters.
Alphabet reports its quarterly results later today.
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