Google unveils two new TPU chip variants to challenge Nvidia

Google is preparing two specialized tensor processing unit models, the TPU 8tx and the TPU 8i Max, widening its push into AI accelerators that compete with Nvidia. The 8tx is aimed at government agencies and regulated industries that need stronger data protection and pairs with AMD processors for confidential computing. Bloomberg Intelligence's estimate, as reported, puts Google's TPU-related sales, including hardware and software, above $135 billion by 2028, versus roughly $12 billion in 2026. Investors may want to weigh how much of the projected TPU growth depends on winning enterprise and public-sector chip demand away from incumbent suppliers.

1. Google plans two specialized TPU versions, the TPU 8tx and TPU 8i Max, stepping up competition with Nvidia (per Bloomberg report, as covered by Benzinga).
2. The 8tx targets government agencies and regulated industries needing stronger data protection and works with AMD processors for confidential computing.
3. Bloomberg Intelligence estimates Google TPU sales, including hardware and software, could exceed $135 billion by 2028, compared with about $12 billion estimated for 2026.
4. Google chip chief Amin Vahdat said specialized processors could deliver greater value by addressing specific customer needs.
5. Alphabet shares rose about 3.4% in the session the story covered, per Benzinga Pro data.