# Google sells its AI chips through partners like Oracle to compete with Nvidia

> Original title: Google alters its cloud playbook, enlisting partners to sell more AI chips

- Source: CNBC · Technology
- Published: 2026-10-28T11:00:01.000Z
- Bad Influence: https://badinfluence.news/items/n5iqt7huldi3e57r2tlfsad42
- Original: https://www.cnbc.com/2026/10/28/google-alters-cloud-playbook-turning-to-partners-to-sell-more-ai-chips.html

## Summary

Alphabet said Oracle will offer Google's TPUs, the first time customers can access them outside Google's infrastructure. TD Cowen models $9.4 billion in TPU sales for the second half of this year and $62.5 billion for 2027, while TD Cowen estimates a 20% operating margin on TPU sales compared with about 35% for Google Cloud overall. Anthropic is Google's biggest TPU customer, and OpenAI plans to buy TPUs from Google, CNBC confirmed.

## Why it matters

The article ties Google's external TPU sales to its cloud growth, margins, and customer deals, which helps readers judge how AI chip competition with Nvidia may shift.