Ge Long Hui·2025-12-01 08:24Core Insights - Google's self-developed AI chip, TPU, is showing significant potential to challenge the existing market landscape in the competitive AI chip sector [1] Supply Chain and Production Forecast - Morgan Stanley's latest report indicates that uncertainties surrounding Google's TPU supply chain are diminishing, with expectations for explosive growth in production over the next two years [1] - The production forecast for Google's TPU has been significantly raised for 2027 and 2028, with the 2027 estimate increasing from approximately 3 million units to about 5 million units, representing a growth of around 67% [1] Revenue Potential - If Google initiates a "third-party sales" model for TPU, it could open up a substantial new revenue stream [1] - The report estimates that for every 500,000 TPU chips sold, Google could potentially add approximately $13 billion in revenue and $0.40 in earnings per share (EPS) by 2027 [1]