# Google and Amazon signaled ambitions to sell their own custom AI chips directly to customers.

*semiconductor · news · 2026-04-30 · Business Insider*

## Key points

- Google will deliver TPU chips to select customers' data centers for the first time this year.
- Amazon may start selling full racks of Trainium chips outside its cloud within a few years.
- Google's chip sales could add $13 billion in revenue by 2027 if 500,000 TPUs are sold.
- Both Google and Amazon's custom chips are currently proprietary and tailored for their respective data centers.
- Google and Amazon's moves signal an irreversible shift away from Nvidia chip dependence for cloud providers.

**Companies:** Nvidia, Amazon, Google
**Countries:** United States

[Read the full story on Business Insider](https://www.businessinsider.com/google-amazon-nvidia-chips-ai-tpu-trainium-customers-2026-4)

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