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GOOGLEarnings2026-04-29
Alphabet's CEO outlines a change in how the company will make its custom AI chips available to certain customers.
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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 pool of potential customers or sales a business could reach with a product.
Educational summary of a public statement. Not investment advice.