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GOOGLEarnings2026-04-29
Alphabet's CEO announces a plan to supply TPUs for deployment in customers' own data centers.
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Sundar Pichai · Alphabet Investor Relations · Alphabet 2026 Q1 Earnings Call
“As TPU demand grows from AI labs, capital markets firms, and high performance computing applications, we will begin to deliver TPUs to a select group of customers in their own data centers in a hardware configuration to expand our addressable market opportunity.”
Key terms
- TPU
- — Tensor Processing Unit, a chip Google designs itself to run AI workloads.
- addressable market
- — The total set of potential customers or revenue a product could reach.
Educational summary of a public statement. Not investment advice.