Google starts selling TPUs directly to customers

Google is taking its TPUs out of a purely internal or cloud-bundled model and putting them in front of customers directly. That changes how buyers can source AI compute and gives Google a more explicit hardware sales channel. The competitive reference point in the article is NVIDIA, whose dominance in AI compute is the benchmark this move may pressure. For streaming and other compute-heavy businesses, the key signal is whether Google publishes customer-facing TPU availability, pricing, or deployment terms beyond this direct-sales shift.