Morgan Stanley Raises Google TPU Sales Forecast to $108B by 2028
Beth_Kindig · x · 2026-09-02
Morgan Stanley has significantly raised its model for Google TPU sales, projecting $84 billion in 2027 and $108 billion in 2028. This is a notable increase from prior forecasts of $62 billion and $79 billion for those years, and up sharply from $7 billion in 2026.
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