BNP Paribas: We estimate that external TPU sales for Google could generate $80 billion to $100 billion in cumulative revenue through 2028, based on reported commitments from customers including Anthropic and Blackstone.
Alphabet has secured more than 5 gigawatts of identifiable TPU capacity commitments, with most deliveries expected to begin in 2027. TPU revenue of more than $4B in 2026, followed by more than $40B in 2027 and $30B in 2028.$Alphabet(GOOGL.US)
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