Gil Luria,DA Davidson,estimates that if Alphabet can seriously advance external sales of TPUs, it could occupy 20% of the AI chip market in the next few years, making it a business of about $900 billion.
Morgan Stanley analyst Brian Nowak also observed a "budding TPU sales strategy" . He cited predictions from Asia Semiconductor analysts that TPU purchases are expected to reach 5 million tablets in 2027, about 67% higher than previously expected; and 7 million tablets in 2028, up 120% higher than previously expected. Nowak wrote in a report to customers on December 1, that although most of the demand may come from Alphabet's own use and the Google Cloud platform, it also "reveals the potential of Alphabet to sell more TPUs."
According to Morgan Stanley estimates, each 500,000 TPU sold to third-party data centers could increase Alphabet's revenue by about $13 billion in 2027 and contribute 40 cents per share to its earnings. Based on analysts' forecasts, Alphabet's revenue in 2027 is expected to be about $447 billion, an increase of $13 billion would mean a sales increase of nearly 3%. According to data compiled by Bloomberg, the consensus forecast for the company's revenue for 2027 has been raised by more than 6% over the past three months.
More surprise coming from different products of $谷歌(GOOG)$
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