OpenAI is reportedly planning to purchase artificial intelligence chips from Alphabet's Google, according to a person familiar with the matter cited by The Information, Bloomberg and Reuters. The potential deal would expand OpenAI's computing capacity and diversify its chip supply beyond Nvidia, whose graphics processing units are currently used to train and run OpenAI's AI models.
The chips at the center of the talks are Google's custom tensor processing units, or TPUs. Google has developed TPUs for more than a decade, initially using them to accelerate web search and later adapting them for AI workloads. In recent years, TPUs have become a competitor to Nvidia GPUs. Google began selling TPUs directly to some customers this year, and OpenAI already started renting Google's AI chips through Google Cloud in 2025. Final terms of the potential purchase have not been disclosed, and both OpenAI and Google declined to comment.
The reported arrangement would deepen commercial ties between the two companies despite their competition in generative AI and search. Last week, OpenAI said its frontier AI models, including GPT-6 Astra, GPT-6.1 Sol and GPT-6 Luna, plus Codex agentic workflows, would become available through Google Cloud's Model Garden. Enterprise customers will be able to access those models through Google Cloud Marketplace and apply existing cloud spending commitments, with general availability expected in the coming weeks. Microsoft remains OpenAI's primary cloud partner.
OpenAI is also building its own chips. In June, the company unveiled its first custom AI chip, code-named Jalapeno, designed with Broadcom, and said it planned to deploy the processor by the end of this year as part of a multi-generation chip program. Richard Ho, who leads OpenAI's internal chip team, previously worked on Google's TPU program.
Oracle announced Tuesday that Google TPUs will be available through its cloud computing infrastructure starting in 2027. The developments come as Alphabet prepares to report third-quarter results after the market close on Wednesday. Analysts expect revenue of $128.18 billion, up from $102.35 billion a year earlier, and investors will look for signs that AI infrastructure spending is driving Google Cloud growth. Amazon, Microsoft and Google parent Alphabet plan to spend as much as $600 billion combined this year on AI infrastructure.
