Alphabet's 160% Rally Reprices Its AI Stack
Alphabet's market value has climbed to .8 trillion as investors recast Google from an AI laggard into one of the broadest bets on AI infrastructure, cloud demand and Gemini.
TPU News and Analysis
4 verified stories covering TPU, product updates and industry developments.
Google transforms Vertex AI into an Agent platform
At Google Cloud Next '26, Google renamed Vertex AI to Gemini Enterprise Agent Platform, split its TPU line into training and inference variants, and unveiled the Virgo Network data center architecture, all centered on the agent paradigm.
Google splits TPU into two lines: training and inference
At Google Cloud Next, Sundar Pichai unveiled the eighth-generation TPU — not one chip, but two: the TPU 8t for training and the TPU 8i for inference, marking a strategic bet on specialized AI hardware.
Anthropic's annualized revenue triples to $30B, signs largest compute deal
Anthropic's annualized revenue surpassed $30 billion in March 2026, and the company signed a massive compute contract with Google and Broadcom for 3.5GW of TPU capacity starting in 2027.