News on October 28: According to media reports, OpenAI, a leading player in the global artificial intelligence field, is planning to purchase artificial intelligence chips from Google. For a long time, OpenAI has been one of the most important buyers of Nvidia graphics processing units (GPUs), relying mainly on its chips to carry out massive AI model training and complex inference computations.
As the industry's demand for computing power continues to soar, companies are actively seeking more cost-effective alternatives suitable for running AI models. Google's in-house TPU (Tensor Processing Unit) has gradually come into prominence in recent years, and this year it began direct sales to some external customers. Looking back at the evolution of the two companies' cooperation, a clear 'three jumps' were completed over the past 16 months: in June 2025, OpenAI first began renting Google's computing power; in July of the same year, it publicly stated it was conducting early testing of Google's TPUs, but had no plans for large-scale deployment; and now, the two sides have formally moved toward a substantive procurement plan. In addition, OpenAI is currently actively recruiting engineers responsible for adapting and optimizing its models on TPUs, and underlying model-layer adaptation is usually an important leading indicator of a large-scale procurement deal being finalized.
Reviewing its computing power expansion trajectory, Google's TPU played an important role in OpenAI's early startup days; afterward, OpenAI fully shifted to the Nvidia ecosystem and successively integrated chips from multiple suppliers including AMD, Cerebras, and AWS.
For the industry landscape, this shift sends a clear signal: as its most heavyweight customer opens up new computing power branches beyond a single GPU route, the exclusivity of Nvidia's orders is gradually weakening. Data from authoritative firm TrendForce shows that Nvidia's share of the AI server processor market is expected to fall from 69.6% in 2025 to 64% in 2026, with the overall industry trend highly consistent with the current diversification of technology and supply chain arrangements.