OpenAI reportedly buying Google TPUs; ex-Googler says Nvidia should worry
beffjezos · x · 2026-10-28
Beff Jezos quotes the report that OpenAI will buy Google TPUs, saying his bullishness on TPUs from his Google days is why he never bought Nvidia stock. He argues Google is finally playing serious catch-up in the hardware race. If true, this marks a landmark crack in Nvidia's monopoly — a top frontier lab diversifying to TPUs — and a major strategic shift for Google.
Related event: OpenAI Reportedly to Buy Google TPUs, Diversifying Compute Supply(5 posts)→
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