The Information · Broadcom · OpenAI · Nvidia · Google · AMD · Decrypt
Neither company has confirmed the plan, and the price, the number of chips
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★ Tier-1 Source
The chips OpenAI is reportedly after are Google's tensor processing units, or TPUs, processors designed for one job: the math that AI models run on.
Key facts
- In September 2025, Nvidia signed a letter of intent to invest up to $100 billion in OpenAI as it deployed at least 10 gigawatts of Nvidia systems
- Nvidia ended up putting $30 billion into OpenAI's funding round, well below the $100 billion in the letter of intent
- Two weeks later, AMD gave OpenAI the right to buy up to 160 million AMD shares, roughly 10% of the company
- OpenAI plans to buy AI chips from Google, according to a person familiar with the matter who spoke with The Information
Summary
OpenAI plans to buy Google's TPU AI chips, The Information reported; neither company has confirmed, and price, volume and timing have not been disclosed. OpenAI reportedly began renting Google's TPUs in June 2025 and is now hiring an engineer to optimize its frontier models for them, while also preparing its own Broadcom-built chip, Jalapeño, for deployment by the end of 2026. Alphabet's CFO expects most revenue from its TPU system sales in 2027, and the company reports third-quarter earnings after the U.S. market closes Wednesday. OpenAI plans to buy AI chips from Google, according to a person familiar with the matter who spoke with The Information. Neither company has confirmed the plan, and the price, the number of chips, and the delivery dates have not been disclosed.