OpenAI plans to buy AI chips from Google's cloud division to diversify its chip supply beyond NVIDIA, its largest current vendor and investor. OpenAI began renting Google's TPUs through Google Cloud in 2025 and is hiring engineers to optimize frontier models on TPUs. The move comes as Google expands TPU sales, including a 2027 deal with Oracle to bring TPUs to Oracle Cloud Infrastructure.
OpenAI TPU purchase plans
- ▪The financial terms and other details of OpenAI's proposed purchase of Google chips remain unknown
- ▪OpenAI plans to buy AI chips from Google, according to a report by The Information
- ▪OpenAI's planned purchase of Google chips could reduce OpenAI's reliance on NVIDIA as OpenAI expands computing capacity to train and run AI models
- ▪OpenAI has been hiring an engineer to lead the optimisation of OpenAI's frontier models on TPUs
- ▪OpenAI began renting Google's TPUs through Google Cloud in 2025, according to The Information
OpenAI-NVIDIA relationship
- ▪NVIDIA has invested billions of dollars in OpenAI
- ▪OpenAI has been one of NVIDIA's largest customers, using NVIDIA's GPUs to train AI models and run inference workloads
OpenAI-Google commercial ties
- ▪OpenAI and Google compete in AI products and search
- ▪OpenAI announced plans to make OpenAI's frontier AI models available through Google Cloud
Google TPU business expansion
- ▪Google's Tensor Processing Unit (TPU) business competes with NVIDIA's graphics processing units (GPUs) for AI workloads
- ▪Google has begun selling TPU chips directly to selected customers
- ▪Google developed Tensor Processing Units (TPUs) as specialised processors for AI workloads and has rented TPUs to customers through Google Cloud for years
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