OpenAI plans to buy Google AI chips, The Information reported on Tuesday, citing a person familiar with the matter. The report, carried by Reuters, did not disclose financial terms or other details. Google did not immediately respond to a request for comment, while OpenAI declined to comment.
A purchase would deepen ties between two companies that compete in AI products and search but have increasingly struck commercial deals. Last week, OpenAI said it would make its frontier AI models available through Google Cloud.
OpenAI is already one of the largest buyers of Nvidia graphics processing units, which it uses to train and run its models. Reuters reported in June 2025 that the company had begun renting Google chips, so a move to buying them would be a further step in the same direction.
Google Tensor Processing Units have gained traction as an alternative to Nvidia market-leading chips, as companies look for cheaper options and hardware suited to running models at scale. Google began selling TPUs directly to some customers this year.
The backdrop is a huge infrastructure race. Amazon, Microsoft and Google parent Alphabet plan to spend as much as $600 billion combined this year on AI infrastructure, even as investors question when that spending will turn into meaningful returns. Deals with customers including rival Anthropic have fueled demand for Google TPUs.
OpenAI is also building its own silicon path. In June, it unveiled its first custom AI chip designed with Broadcom and said it planned to deploy the processor by the end of this year.
Readers comparing the two ecosystems can start with ChatGPT and Gemini, and our comparison at ChatGPT vs Gemini.
Source: Reuters via KWSN