Google Reverses TPU Playbook, Taps Oracle and Broadcom to Resell Its AI Chips Outside Google Cloud

Google is abandoning its long-held strategy of locking TPUs inside Google Cloud, naming Oracle as its first external reseller and tapping Broadcom's $63B financing vehicle to put TPU racks into non-Google data centers. TD Cowen now models $9.4B of TPU sales in H2 2026 and $62.5B in 2027; Wells Fargo projects $99B next year — numbers that would reshape the Nvidia-vs-everyone chip math.