Alphabet delivered its first TPU systems to external customers during the second quarter of 2026, generating its first revenue from direct sales. Most sales under the agreements are nevertheless expected to be recorded in 2027. Meta is already using TPUs in its own data centers, while Oracle plans to offer them on its cloud infrastructure from 2027. Analysts estimate external TPU revenue at approximately $8 billion in 2026, followed by between $51 billion and more than $75 billion in 2027.
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