The CEO says Alphabet is adding TPU capacity and cites a customer's publicly announced plans to use its chips.

Sundar Pichai · Alphabet Investor Relations · Alphabet 2025 Q3 Earnings Call

“We're investing in TPU capacity to meet the tremendous demand we are seeing from customers and partners, and we're excited that Anthropic recently shared plans to access up to one million TPUs.”

Educational summary of a public statement. Not investment advice.