谷歌对外销售 TPU 对其自身及半导体行业意味着什么-Internet and Semis_ What Could GOOGL Selling TPUs Externally Mean for GOOGL and Semis
2025-11-27 02:16
November 26, 2025 01:46 AM GMT Internet and Semis | North America What Could GOOGL Selling TPUs Externally Mean for GOOGL and Semis? Reports indicate GOOGL could start selling TPUs into external data centers. In a world where NVDA is selling ~8mn annual chips, could TPUS carve out 500k-1mn sales per year? Maybe. Every 500k would add ~10% to '27 GOOGL Cloud rev, 3% to '27 EPS and drive multiple. We also detail key takes for semis. What Happened: Reports indicate GOOGL is talking with META and other cloud cus ...