TPU 供应核查激增，更多迹象显示 TPU 销售策略初现雏形-Internet-Are Surging TPU Supply Checks More Evidence of a Budding TPU Sales Strategy

December 1, 2025 01:35 AM GMT Internet | North America Are Surging TPU Supply Checks More Evidence of a Budding TPU Sales Strategy? TPU supply uncertainty may be less of a question as our Asia semiconductor team now expects ~5mn/~7mn TPUs to be produced in '27/'28, up from ~3mn/3.2mn previously. We note every 500k of TPU chip sales could potentially add ~$13bn of revenue and $.40 to GOOGL EPS in '27. Could Surging TPU Supply Side Checks Be Tea Leaves of 1P Sales Strategy Ahead? In What Could GOOGL Selling T ...