OpenAI reportedly plans to buy Google's AI chips to expand its computing capacity, reducing its reliance on Nvidia.

OpenAI (NASDAQ:OAI) is planning to purchase artificial intelligence chips developed by Alphabet's Google (NASDAQ:GOOG), according to a report published Tuesday by The Information, citing a person familiar with the matter. The potential agreement would expand the commercial relationship between the two companies as demand for AI computing infrastructure continues to increase.

The reported plans come as major technology companies commit substantial capital to data centres, processors and other infrastructure required to develop and operate advanced artificial intelligence models.

Financial terms and other details of the proposed purchases were not disclosed. Google did not immediately respond to a Reuters request for comment outside regular business hours, while OpenAI declined to comment.

OpenAI and Google Expand Commercial Relationship

The potential chip purchases would represent another development in the relationship between OpenAI and Google, which compete in artificial intelligence products and internet search. Despite that competition, the companies have increasingly established commercial arrangements involving computing infrastructure and AI services.

Last week, OpenAI announced that it would make its frontier artificial intelligence models available through Google Cloud. The agreement provides another distribution channel for OpenAI's advanced models while expanding the range of AI services available through Google's cloud platform.

The reported plan to purchase Google-designed chips would extend the relationship into semiconductor procurement. However, neither company has confirmed the proposed transaction, and the report did not specify purchase volumes, pricing or delivery schedules.

Google TPUs Offer Alternative to Nvidia Processors

Google's Tensor Processing Units, or TPUs, have gained attention as an alternative to the graphics processing units supplied by Nvidia. TPUs are specialized processors designed to handle computational workloads associated with artificial intelligence, including model training and inference.

OpenAI is already one of the largest purchasers of Nvidia GPUs, which it uses to develop and deploy its AI systems. The company has also previously accessed Google's semiconductor technology. Reuters reported in June 2025 that OpenAI had begun renting Google's AI chips, establishing an earlier commercial relationship involving the processors.

The latest report suggests OpenAI is considering direct purchases rather than relying exclusively on rented computing capacity.