Google Runs Frontier AI Entirely on Own TPUs — 2028 Profit Nearly Doubles
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Google runs its frontier AI model entirely on own TPU silicon — the only Big Tech without NVDA dependency. 'Lowest internal cost per token wins the AI war.' Net profit forecast to nearly double by 2028.
Key Facts
• Google: frontier model 100% on own TPU silicon
• Only Big Tech with zero NVDA dependency
• Structurally lowest per-token internal cost
Profit Outlook
• 2028 net profit: nearly double vs today
• AI search ad monetization + Google Cloud growth
• TPU self-sufficiency → structurally expanding margins
Investment Thesis
• "Lowest per-token cost wins" — core AI competition axiom
• AI Overview ad CPM rising
• Google Cloud established as third pillar vs AWS/Azure
Risks
• Antitrust regulation · OpenAI competition
• Ad cycle sensitivity
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.