OpenAI, a major buyer of Nvidia AI chips, reportedly plans to purchase Google's custom AI chips (TPUs), signaling a shift in the AI hardware market. This move could reduce Nvidia's pricing power by introducing a credible alternative supplier, while boosting Alphabet's chip business. Although details and confirmations are pending, OpenAI's adoption of TPUs aligns with its recent cloud partnerships and chip development. Investors will watch Alphabet's upcoming earnings report for signs of TPU sales growth and market impact.
As of Oct 28, 2026 18:42 WIB, Nvidia shares on Pluang are priced at USD 219.70, showing a modest gain of 0.81% for the day, while Alphabet's Class A shares (GOOGL) trade at USD 325.42 with a 1.51% increase. Google Inc (GOOG) also sees a 1.54% rise to USD 321.71. The shift in AI chip sourcing by OpenAI could influence these stocks, with Nvidia's market cap at $5.26T and Alphabet's at $3.90T, reflecting significant investor interest in their AI-related businesses.
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Oracle's stock rose 5% after announcing that Google's Tensor Processing Units (TPUs) will be available on Oracle Cloud Infrastructure starting next year, marking the first time Google chips are offered on a hyperscale cloud outside Google. Additional...
