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OpenAI reportedly plans to buy Google's AI chips

The Information reported on 27 October, citing a person familiar with the matter, that OpenAI plans to buy AI chips from Google. Terms are unknown and OpenAI declined to comment.

2 outlets · 0L · 1C · 1R First reported Account updated
Image: CNA
Image: The Straits Times

1 / 2

The story, neutrally told

Mixed · 2The Information reported on Tuesday 27 October, citing a person familiar with the matter, that OpenAI plans to buy Google's AI chips. Mixed · 2The report did not disclose financial terms, and Bloomberg's source said final terms of any deal are not yet known. Mixed · 2OpenAI declined to comment. Google also declined to comment in Bloomberg's account, while Reuters said Google had not immediately responded to a request outside regular business hours.

Centre · 1The purchase would deepen ties between OpenAI and Alphabet's Google, which compete in AI products and search. Reuters reported in June 2025 that OpenAI had begun renting Google's AI chips. Centre · 1OpenAI is one of the largest buyers of Nvidia's GPUs, which it uses to train AI models and run inference. Google's Tensor Processing Units (TPUs) have gained traction as an alternative to Nvidia's chips, and Google began selling TPUs directly to some customers this year. Right · 1Bloomberg described the move as part of OpenAI's multipronged bid to add AI processing power quickly. OpenAI has said it will start using its own chips, the Broadcom-developed Jalapeno, later in 2026; the team is run by Richard Ho, who previously worked on Google's TPUs.

Mixed · 2Separately, Oracle announced on 27 October that TPUs would be available through its cloud infrastructure; Google executive Amin Vahdat said "The next generation of AI will require a diverse range of compute". Alphabet was due to report quarterly results on Wednesday, with investors watching for AI-driven cloud growth.

Every sentence links to the reporting it rests on. The pill in front of each says where its sources sit: Left, Centre or Right when one side supplies at least half of them, Mixed when they are evenly split. The number is how many outlets it cites.

Left0 outlets

No left outlet in our sources has covered this story yet.

Centre1 outlet

Framing
Short Reuters-sourced business brief on the report, focused on deepening ties between rivals and Alphabet's earnings.
Emphasis
Rivalry between OpenAI and Google, Nvidia dependence, Alphabet earnings.
Leaves out or plays down
OpenAI's own chip effort and the Oracle TPU deal.
For example
“The planned purchase would deepen ties between OpenAI and Alphabet's Google, which compete in AI products and search.” — CNA

Right1 outlet

Framing
Bloomberg wire copy framing the purchase as part of OpenAI's wider infrastructure build-out and challenge to Nvidia.
Emphasis
OpenAI's in-house Jalapeno chips, Google veterans, Oracle's TPU deal.
Leaves out or plays down
Alphabet earnings and OpenAI's existing rental of Google chips.
Charged language
“stampede”
For example
“It joins a stampede of companies working to develop homegrown AI chips and challenge Nvidia’s dominance in the field.” — The Straits Times

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