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OpenAI turns to Google’s AI chips amid race to challenge Nvidia
Mint 1 hr ago·28 Oct 2026, 2:17 am
OpenAI is in talks to purchase Google’s custom AI processors to boost its computing capacity, while still planning to roll out its own chips later this year. This move adds another option to the hardware mix that OpenAI uses for its large language models.
For investors, the shift signals a broader search for alternatives to Nvidia’s dominant GPUs, which have been under pressure from supply constraints and high prices. If Google’s chips prove competitive, they could open a new revenue stream for Alphabet and reduce OpenAI’s reliance on Nvidia.
Watch for any formal agreements, the timeline for integration, and how Nvidia’s sales outlook adjusts. Also monitor Google’s chip roadmap and any regulatory scrutiny of AI‑hardware partnerships.
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