OpenAI Reportedly Plans to Buy Google's AI Chips: Why the AI Chip Market Is Turning From a Monopoly Into a Marketplace

One of Nvidia's biggest customers just went shopping somewhere else. OpenAI reportedly plans to buy Google's TPU chips, and Oracle will offer them on its cloud starting in 2027. Here's why AI companies want more than one source of compute, what it means for Nvidia's leverage, and what to listen for when Alphabet reports tonight.