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2026, October 28 United States / International
The development highlights the growing competition to secure computing power as technology companies invest enormous sums in AI infrastructure. Google’s Tensor Processing Units are emerging as an alternative to Nvidia’s widely used processors, potentially offering customers additional supply options and lower costs. Amazon, Microsoft and Google’s parent company Alphabet have indicated plans to spend as much as $600 billion combined on AI infrastructure during 2026, intensifying scrutiny over whether these investments will generate sufficient returns.