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“Google’s AI Chip Business Could Become a $900 Billion Powerhouse” 🚨🚨🚨

Google may be sitting on one of the most valuable untapped opportunities in the entire tech industry — and it comes from its own custom-built AI chips.

Shares of Google (GOOGL) dipped slightly on Thursday, but analysts say the real story is the massive potential hiding in the company’s Tensor Processing Unit (TPU) business. As demand for AI infrastructure explodes, Google’s in-house chip technology could unlock a $900 billion market opportunity, according to new estimates cited by Bloomberg.

TPUs: Google’s Secret Weapon

Google’s TPUs — chips designed specifically for machine learning — have been drawing renewed attention:

• They power Google’s most advanced AI models.

• They offer a potential alternative to the industry’s heavy reliance on Nvidia (NVDA) GPUs.

• The newest TPU generation delivers a 30x improvement in power efficiency, a major leap that lowers costs while boosting performance.

These advancements highlight why Google’s chips could play a far bigger role in the AI infrastructure boom.

A $900 Billion Market Within Reach

Bloomberg’s analyst conversations suggest a scenario with massive upside:

• If Google sells its TPUs to outside companies, the company could capture 20% of the AI chip market.

• That share would translate into roughly $900 billion in potential business — dwarfing its current cloud revenue.

• For perspective, Google Cloud made $43.2 billion last year — meaning this opportunity is more than 20 times the size of its existing cloud business.

Even Without Selling Chips, Google Wins

Even if Google chooses not to sell TPUs directly:

• Renting access to its chips through Google Cloud is already a high-margin business.

• Continued TPU performance gains lower Google’s internal cost structure.

• Improvements like the 30x efficiency boost expand AI capacity without needing proportional increases in energy or hardware spending.

This scenario still meaningfully boosts profitability — and strengthens Google Cloud’s competitive positioning against Amazon and Microsoft.

Why This Matters

As the AI race intensifies, the battle isn’t just about models — it’s about the hardware powering them. Google owning both the software stack and the silicon gives it strategic leverage few competitors can match.

Whether Google commercializes TPUs broadly or keeps them as a cloud-exclusive advantage, the message is the same:

Google’s AI chip business could redefine the company’s future.