In a fresh report, Barclays claims that Google can earn as much as $252 billion in sales of its tensor processing units (TPUs) by shifting its business model. Google’s TPUs are among the most widely used custom AI chips in the industry, and Barclays believes that the firm can further expand its platform by entering into joint ventures with asset managers Blackstone and Apollo Global, as well as chip designer Broadcom. Barclays Estimates Healthy Revenues But Limited Profit From Google’s TPU Off-Platform Merchant Model Google’s TPUs are among the oldest AI chips in the market, and unlike NVIDIA, which sells […]
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