Alphabet Stock Rises as Google Adds Two New TPU Variants Renato Neves, CFA Mon, November 9, 2026 at 11:05 AM EST 1 min read GOOG +1.95% AMD +11.49% NVDA -5.77% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Alphabet Inc. (NASDAQ:GOOGL) rose 2.26% in premarket after Bloomberg reported that Google is introducing two new versions of its tensor processing units, the custom AI chips it offers as an alternative to Nvidia Corp.'s (NASDAQ:NVDA). The TPU 8tx and 8i Max will be available next year, Google chip chief Amin Vahdat said in an interview.
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The two are versions of this year's TPUs reconfigured for tasks customers have asked for. The 8tx handles secure work for government agencies and regulated industries, and pairs with a CPU from Advanced Micro Devices Inc. (NASDAQ:AMD) to encrypt data at the chip level. The 8i Max puts two TPU chips in a single package to run applications that need long context windows, such as drug discovery and coding. Google's chip unit once released a new AI processor every two years, but this year it launched two at once.
TPU customers include Apple Inc. (NASDAQ:AAPL), Meta Platforms Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL), which said last month that its cloud customers could use TPUs from next year. Bloomberg Intelligence expects TPU sales to top $135 billion by 2028, from an estimated $12 billion this year. Supply remains tight. Google said in its earnings report that every TPU it has available is already contracted to a customer.
