---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43143701.md"
description: "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)"
datetime: "2026-08-02T23:16:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43143701.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43143701.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43143701.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
---

# Barclays believes Google can generate $252.7 billi…


### Related Stocks

- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [BX.US](https://longbridge.com/en/quote/BX.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [BCS.US](https://longbridge.com/en/quote/BCS.US.md)
- [BARC.UK](https://longbridge.com/en/quote/BARC.UK.md)