- Published on September 9, 2025
- In Global Tech
The $900 Billion Google Business NVIDIA Fears
'Google could unlock massive value if it decided to sell its TPUs beyond its own cloud’
- By Siddharth Jindal
Google is stepping up its push into the AI hardware business, taking aim at NVIDIA with its proprietary Tensor Processing Units (TPUs). The company has begun courting smaller cloud providers such as Fluidstack, Crusoe and CoreWeave to host TPUs, offering an alternative to NVIDIA’s dominant chips.
According to D.A. Davidson analysts, cited by MarketWatch, combining Google’s TPU business with its DeepMind AI research unit could be valued at around $900 billion.
The sixth-generation Trillium TPUs are already in demand, and the upcoming seventh-gen Ironwood TPUs, built for large-scale inference, are expected to drive further interest.
https://twitter.com/Chad_Hurley/status/1964379220932784324
Google’s TPU Business Could Rival Search in Value
Dylan Patel, chief analyst at
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Siddharth Jindal
Siddharth is a media graduate who loves to explore tech through journalism and putting forward ideas worth pondering about in the era of artificial intelligence.
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