Google to Deliver TPU Hardware to Selected Clients; GenAI Product Revenue of Its Cloud Business Rises by Nearly 80% YoY

Alphabet, Google's parent company, confirmed in its Q1 2026 earnings call that it will start delivering TPU hardware devices to selected clients, providing an additional monetization model for this AI hardware series beyond cloud computing power.

Google executives stated that TPU products maintain leadership in performance, cost, and energy efficiency, serving clients like Thinking Machines Lab, Hudson River Trading, and Boston Dynamics. Additionally, Google Cloud recently launched two 8th-gen TPU models: TPU 8t for training (twice the performance and three times the processing capacity of the previous Ironwood generation) and TPU 8i for inference (80% improvement in performance per unit price).

Meanwhile, Google Cloud's Q1 2026 revenue exceeded $20 billion for the first time, up 63% year-over-year; among which, revenue from generative AI model-based products rose nearly 80% YoY.