OpenAI Is Buying Google’s AI Chips, a Hit to Nvidia’s Biggest Customer Bond

OpenAI reportedly buying Google's custom AI chips would quietly shift leverage in one of the most lucrative vendor relationships in tech, and the fallout for NVIDIA's pricing power and Alphabet's chip ambitions is only beginning to take shape.

OpenAI has spent more on NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) graphics processors than almost any other company, and it now plans to buy Google’s own AI chips, according to The Information. The report came out the night of October 27, 2026. It cites one person familiar with the matter and mentions Google’s tensor processing units (TPUs), custom chips built for AI work.

Neither company has confirmed the plan. Google did not immediately respond to a request for comment, and OpenAI declined to comment.

Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) closed at $320.58, up 1.19%, a gain of $3.78, and then added 0.93% after hours to reach $323.57. NVIDIA rose 0.9% to $217.94 and stayed nearly flat after hours at $218.14.

Signed Orders Versus a Single-Source Report

No terms, volumes, timing, or chip generation have been disclosed. Until one of the companies confirms it, this remains a reported plan, since nobody has shown a signed order.

OpenAI has used TPUs before. It began renting Google’s AI chips in June 2025, and the report adds that it now owns them. A year earlier, OpenAI said it had “no specific plans to use TPUs at present.”