OpenAI is in talks to buy Google's tensor processing units (TPUs) directly rather than renting them, a move that would help it diversify away from Nvidia hardware. Nvidia says OpenAI's current and planned computing commitments total roughly 12 gigawatts, with the potential deal valued at around $600 billion through 2030. OpenAI has also hired an engineer specifically to optimize its models on TPUs and is developing its own Jalapeno chip with Broadcom. Meanwhile, Nvidia holds a $30 billion investment in OpenAI and has signed a letter of intent for up to $100 billion more.
Google's TPU business is expected to grow substantially. Analysts forecast TPU revenue could reach $138 billion by 2028, and Google plans to open TPU sales to Oracle Cloud customers next year. Anthropic, a major Google Cloud customer, plans to spend $114.5 billion on Google computing resources. Despite this growth, Nvidia still dominates the AI chip market by a wide margin and expects supply constraints to limit its growth through fiscal 2028.
Anthropic is preparing for an IPO, and retail investors should proceed with caution. The company reported nearly $16.3 billion in revenue in the first half of 2026. Experts warn that share prices often jump after an IPO, but most offering-priced shares go to institutional investors rather than everyday buyers. At a $1.5 trillion valuation, analysts say the chance of seeing more than a 10x return is very limited.
The AI consulting market is cooling sharply. One consultant says he no longer receives $1,000-an-hour offers and has been flooded with inbound requests, including for free work. Businesses that once paid premium rates now expect very different terms. This shift reflects a broader downturn over the last 90 days, with many skilled professionals pivoting to help others start AI-related businesses instead.
On the e-commerce front, Adobe reports that AI-generated visits to U.S. e-commerce sites grew 71% year-over-year in September. AI traffic generated 83% higher revenue per visit and converted 90% better than non-AI traffic. From October 2024 to September 2026, AI traffic rose 1,772%. Adobe projects AI traffic will jump 159% on Thanksgiving, 95% on Black Friday, and 88% on Cyber Monday.
Chip supplier STMicroelectronics, which provides components for Apple, Tesla, and SpaceX, expects 2026 revenue to grow nearly 23% to about $14.5 billion. Data centers powering AI models and satellites for connectivity are key drivers. The company expects data center revenue above $1 billion in 2026 and well above $2 billion in 2027, plus over $3 billion in space-related revenue between 2026 and 2028.
Digital Science acquired Jenni AI, a platform used by more than eight million students and researchers across 189 countries. The deal connects Jenni AI with Digital Science's Dimensions database of 171 million publications, helping users verify citations against real papers. A September 2026 survey found 74% of researchers are unsure which AI uses they must disclose.
On the legal and regulatory side, AI agents developed by companies like Meta do not carry legal duties to protect users. Meta says its Muse agent is just software and limits liability to $250 for most users, placing risk on the person using the tool. Separately, the Pflugerville City Council passed the SAFE Act, creating rules for AI and surveillance tools used by the city, including a resident commission, human review requirements, and a ban on some tracking tools without approval.
Key Takeaways
- OpenAI plans to buy Google TPUs to reduce reliance on Nvidia, with the deal potentially worth $600 billion through 2030
- Google TPU revenue is forecast to reach $138 billion by 2028, and Anthropic plans to spend $114.5 billion on Google computing resources
- Anthropic reported $16.3 billion in revenue in the first half of 2026 as it prepares for an IPO at a $1.5 trillion valuation
- The AI consulting market is cooling, with rates dropping sharply over the last 90 days and professionals pivoting to startup work
- AI e-commerce traffic grew 71% year-over-year in September, generating 83% higher revenue per visit than non-AI traffic
- STMicroelectronics expects 2026 revenue to grow nearly 23% to $14.5 billion, driven by AI data centers and satellites for Apple, Tesla, and SpaceX
- Digital Science acquired Jenni AI, connecting it with a database of 171 million publications to help verify citations
- Meta limits liability for its Muse AI agent to $250 for most users, and legal experts say AI agents have no duty to protect users
- Pflugerville passed the SAFE Act to regulate AI and surveillance tools, including a ban on some tracking tools without approval
- Nvidia invested $30 billion in OpenAI and signed a letter of intent for up to $100 billion more, while still expecting supply constraints through fiscal 2028
OpenAI considers buying Google's AI chips from Nvidia
OpenAI plans to buy Google's tensor processing units (TPUs) instead of renting them, according to a report. Nvidia says OpenAI's current and planned commitments total about 12 gigawatts of its computing. The deal could be worth around $600 billion through 2030. Nvidia still expects supply to limit its growth through fiscal 2028.
Google's TPU sales projected to reach $138 billion by 2028
Google is expanding TPU sales to Oracle Cloud customers starting next year. OpenAI may also buy TPUs from Google. Analysts forecast TPU revenue could reach $138 billion by 2028. Anthropic plans to spend $114.5 billion on Google computing resources. Nvidia still leads the AI chip market by a wide margin.
OpenAI considers Google TPUs to diversify AI hardware
OpenAI plans to buy Google's tensor processing units (TPUs) to reduce reliance on Nvidia. OpenAI also hired an engineer to optimize models on TPUs. Nvidia invested $30 billion in OpenAI and signed a letter of intent for up to $100 billion. OpenAI is also building its own Jalapeno chip with Broadcom.
How to use AI tools without feeling overwhelmed
Experts say small business owners should not try to keep up with every new AI tool. They recommend doing an annoyance audit to find tasks that frustrate you. Then test one AI tool at a time to solve those specific problems. Using AI should create more value than the cost and complexity it adds.
4 tips for getting started with consumer AI agents
Experts recommend using multiple AI agents together instead of just one. Each agent has different strengths for work or personal tasks. Claude Duet, Dots, and Instinct are popular choices for different needs. Start by testing one agent on a specific annoying online task you do often.
Anthropic IPO guide: What retail investors should know before buying shares
Anthropic is preparing to go public and retail investors should be careful before buying shares. The company reported nearly $16.3 billion in revenue in the first half of 2026. Experts warn that share prices often jump after an IPO but most offering-priced shares go to institutional investors, not everyday buyers. At a $1.5 trillion valuation, the chance of making more than 10x is very limited. Experts recommend only investing money you can afford to lose and keeping a simple long-term strategy.
SpaceX supplier STMicroelectronics forecasts strong sales growth from AI and satellites
STMicroelectronics, a chip supplier for Apple, Tesla and SpaceX, expects 2026 revenue to grow nearly 23% to about $14.5 billion. Data centers powering AI models and satellites for connectivity are key drivers of this growth. The company expects data center revenue above $1 billion in 2026 and well above $2 billion in 2027. It also expects over $3 billion in space-related revenue between 2026 and 2028. Sales for the quarter ending Sept. 26 rose about 18% to $3.76 billion, beating guidance.
The AI consultant market is facing a serious downturn
The market for AI consultants is struggling as demand and rates have dropped sharply. One consultant reports that he is no longer being offered $1000 an hour and has received many inbound requests for work, even free work. He says businesses that once paid high rates for AI consulting now expect very different terms. The shift reflects a broader cooling in the AI consulting space over the last 90 days. Many skilled professionals are now pivoting to help others start AI-related businesses instead.
Digital Science acquires AI research platform Jenni AI to boost citation verification
Digital Science has acquired Jenni AI, a platform used by more than eight million students and researchers in 189 countries. The deal will connect Jenni AI with Digital Science's Dimensions database of 171 million publications, helping users verify citations against real papers. Jenni AI lets users upload papers, explore sources, draft writing and check citations. A September 2026 survey found 74% of researchers are unsure which AI uses they must disclose. Jenni AI joins Overleaf, Papers AI and ReadCube in Digital Science's research tools portfolio.
Adobe report shows AI e-commerce traffic soaring and generating sales in September
Adobe's latest AI Traffic Trends report shows AI-generated visits to U.S. e-commerce sites grew 71% year-over-year in September. AI traffic generated 83% higher revenue per visit than non-AI traffic and converted 90% better. From October 2024 to September 2026, AI traffic rose 1,772%. Adobe projects AI traffic will jump 159% on Thanksgiving, 95% on Black Friday and 88% on Cyber Monday. Visitors from AI sources spend 73% more time on site and view 25% more pages per visit than non-AI visitors.
AI agents lack legal duties to protect users
AI agents called agents by developers do not have legal duties to act in users' best interests. The word agent comes from law and means someone who must be loyal and careful. Meta says its Muse agent is just software and users bear nearly all risk. Meta's terms limit liability to $250 for most users and put risk on the person using the tool.
Pflugerville passes SAFE Act to regulate AI and surveillance
The Pflugerville City Council passed the SAFE Act to set rules for AI and surveillance tools used by the city. The law creates a resident commission, requires human review for key decisions, and bans some tracking tools without approval. City data cannot be sold or used to train AI without permission. The city must also post an annual report on high-risk tech. The Flock license plate cameras are turned off while the city reviews the contract.
Sources
- OpenAI Reportedly Plans to Buy Google's AI Chips. Should You Sell Nvidia Stock?
- Google AI chip push: TPU sales seen at 184 trillion won by 2028, can it shake Nvidia's dominance
- OpenAI Eyes Google TPUs Amid AI Hardware Diversification
- How to make the most of AI tools without feeling overwhelmed
- 4 tips on how to get started with consumer-friendly AI agents
- Anthropic filed to go public—What retail investors should weigh before its IPO
- SpaceX Supplier STMicroelectronics Forecasts Strong Sales Growth on AI, Satellite Boost -- Updates
- The 'AI Consultant' Market Is in Serious Trouble
- Digital Science acquires AI research and writing platform Jenni AI
- Adobe: AI e-commerce traffic soars, generates sales in September
- Your AI ‘Agent’ Doesn’t Work for You
- Pflugerville City Council passes SAFE Act to regulate AI, surveillance
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