OpenAI reportedly plans to buy Google TPUs outright, and Google puts TPUs on Oracle cloud

Sourcing note: the OpenAI purchase plan in this item rests on a single unnamed source, a person familiar with the matter reported by The Information via Reuters on October 27, 2026; no price, volume, generation, or timing was disclosed, OpenAI declined to comment, and the item will be updated on confirmation or denial. The confirmed part: Google announced on October 27 that Oracle will buy TPUs directly and offer them on Oracle Cloud Infrastructure from 2027, the first major cloud outside Google to do so.

OpenAI, long one of Nvidia's biggest customers, began renting Google's AI chips in 2025; a direct purchase would deepen the tie. Reuters also reports OpenAI is hiring an engineer to lead optimization of its frontier models on TPUs.

Sources: Reuters; The Register