Google alters its cloud playbook, enlisting partners to sell more AI chips

Custom chips are emerging as a significant driver for growth, prompting Google to broaden the reach of its TPU business.

The tech giant is now extending its TPU offerings beyond the confines of its proprietary cloud infrastructure.

This strategic shift signals a major adjustment in Google's cloud strategy.

By partnering with external entities, Google aims to accelerate the sales of its specialized AI hardware.

This move indicates a growing recognition of the critical role custom silicon plays in the AI landscape.