Alphabet Poised for Revenue Boost as TPU Production Outlook Rises, Morgan Stanley Says
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Morgan Stanley reports Alphabet's TPU production is set to increase, potentially adding billions in revenue. Supply chain checks indicate improved TPU availability, supporting a more aggressive commercial strategy. Projections for TPU production in 2027 and 2028 have been revised upwards, suggesting greater scale in Google's AI chip manufacturing. An additional 500,000 TPU sales could generate $13 billion in revenue and add $0.40 to EPS in 2027. The production increase supports Alphabet's AI workloads and cloud demand, with broader commercial ambitions.
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