Barclays believes Google can generate $252.7 billion in sales of TPU externally in 2028 by shifting TPUs from internal GCP rentals to an off-platform merchant model, backed by JVs with Blackstone and Broadcom scaling past 11 GW.
External ASP would grow from $20,000 in 2026 to $53,333. $Alphabet(GOOGL.US)
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