00:00It's Benzinga bringing Wall Street to Main Street.
00:02Alphabet's Google is expanding its artificial intelligence chip business through a partnership
00:07with Oracle, allowing customers to access its Tensor Processing Units, TPUs, outside Google's
00:13infrastructure for the first time. The announcement comes as Google seeks to compete with NVIDIA in
00:18the AI chip market. TD Cowan projects $62.5 billion in TPU sales in 2027, while Wells Fargo
00:26forecasts $99 billion next year. Google Cloud generated $25 billion in second quarter revenue,
00:32trailing Amazon Web Services and Microsoft Azure. Anthropic agreed last October to use up to 1
00:39million Google TPUs in a deal worth tens of billions of dollars. OpenAI also plans to purchase Google's
00:46chips. For all things money, visit Benzinga.com.
