Google Sitting on $100B Cash Slammed for Missing TPU Expansion Window

Investor Darpinian criticized Google for holding roughly $100 billion in cash yet prioritizing buybacks over massive TPU and AI data center expansion during 2020-2024, arguing it missed a strategic window despite clear early signals of its custom silicon's value.

2026-10-31 ~ 2026-10-31 · 4 related posts

• Google sits on $100B cash yet did buybacks and raised debt instead of scaling AI datacenters — Darpinian · 2026-10-31
• Google sat on $100B cash and did buybacks instead of a massive TPU buildout, argues investor — Darpinian · 2026-10-31
• Why didn't Google build a massive TPU fleet in 2020-2024? Wall Street fear, says trader — Darpinian · 2026-10-31
• Hindsight on Google's TPU strategy: 2020-2024 buildout hesitation called a confidence failure — Darpinian · 2026-10-31