OpenAI plans to buy artificial intelligence chips from Google, according to a report by The Information. The deal may expand the commercial relationship between the companies, which compete in the AI market but also strike agreements to meet the growing demand for processing. The report does not disclose the amounts, number of chips, or terms of the potential purchase.
The companies have been drawing closer commercially. In the week before the report was published, OpenAI announced that it would make its most advanced AI models available through Google Cloud. In June 2025, Reuters reported that the company had begun renting chips from Google.
In parallel with the agreement with Google, OpenAI is developing its own artificial intelligence chip in partnership with Broadcom. – Image: FabrikaSimf/Shutterstock
TPUs compete for ground with Nvidia
The Tensor Processing Units (TPUs) are processors developed by Google to accelerate artificial intelligence tasks.They have gained traction as alternatives to Nvidia chips, which are widely used in training and running AI models.
This year, Google began selling TPUs directly to some customers. Among the companies using these components is Anthropic, a competitor of OpenAI.
Alphabet, Google’s parent company, expects to recognize a small portion of the revenue from its TPU sales contracts by the end of 2026. Most of it is expected to be recorded in 2027, according to a previous statement by the company’s chief financial officer, Anat Ashkenazi.
OpenAI’s offering of models on Google Cloud reinforces the strategic rapprochement between the two tech giants. – Image: MMD Creative/Shutterstock
AI investments reach hundreds of billions
Amazon, Microsoft, and Alphabet plan to invest up to $600 billion (about R$3.15 trillion) together in artificial intelligence infrastructure in 2026. The scale of spending has led investors to question when these investments will begin generating significant financial returns.
Alphabet’s quarterly results, expected this Wednesday, are being awaited by the market in search of signs of growth in its cloud computing division.
OpenAI is also developing its own processors. In June, it announced an AI chip developed in partnership with Broadcom, with implementation expected by the end of 2026. The project is part of a program that plans for several generations of chips.
The possible purchase of Google’s processors would strengthen OpenAI’s hardware alternatives as the company advances in developing its own technology.So far, however, there has been no public confirmation of the terms or the completion of the negotiation.
Valdir Antonelli is a journalist specializing in digital marketing and consumer behavior.
