Google's Tensor Processing Units Gain Momentum Amid AI Demand Boom

Thursday, Oct 23, 2025 7:32 pm ET1min read

Google's tensor processing units (TPUs) are gaining momentum outside its home company as a way to train and run complex AI models. Anthropic PBC has announced a deal with Alphabet's Google to supply the AI startup with over 1 million TPUs, valued in the tens of billions of dollars. This surge in interest in TPUs is expected to direct the attention of other AI startups and new customers toward Google's cloud business. TPUs are a type of specialized chip designed to accelerate machine learning workloads, and their increased deployment is a win for Google's cloud business, which has long lagged behind Amazon and Microsoft.

Google's Tensor Processing Units Gain Momentum Amid AI Demand Boom

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