OpenAI Reportedly Plans to Buy Google TPUs as Rivals Become Each Other's Suppliers
winer666 · reddit · 2026-10-29
Reuters, citing The Information and a source, reports OpenAI plans to buy Google's TPUs; no financial terms disclosed and both companies declined to comment. It follows OpenAI making frontier models available via Google Cloud last week and a June 2025 report that OpenAI was renting Google TPUs. TPUs are gaining traction as a cheaper alternative to Nvidia GPUs, while Amazon, Microsoft and Alphabet plan up to $600B in AI infra spending this year. The poster asks whether this is supplier diversification, Nvidia bargaining leverage, or competition shifting to another layer of the stack.
Related event: OpenAI Reportedly Plans to Buy Google TPUs as It Diversifies Compute(8 posts)→
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