Alphabet Shares Edge Up Amid Reports of OpenAI Exploring Custom AI Chips

Yahoo Finance · 2026-10-28

Alphabet stock climbed 1 percent in late Tuesday overnight trading following a report that OpenAI is considering the purchase of Google tensor processing units. The news arrives just as the search giant prepares to release its third-quarter financial results on Wednesday. Market experts project Q3 revenue to expand by 25 percent to 127.83 billion dollars, with adjusted earnings expected to climb 3 percent to 2.97 dollars per share, according to Koyfin data. Investors are maintaining a close watch on cloud division expansion and capital expenditure projections. Wall Street sentiment remains mixed ahead of the earnings release, though retail participants on Stocktwits expressed a bullish outlook. Google shares finished the Tuesday regular session at 320.58 dollars, reflecting a 2.6 percent gain since the beginning of the year.

AI 시장 분석

Alphabet (GOOGL) shares rose 1% in after-hours trading following reports that OpenAI is considering adopting Google's custom AI chips, TPUs. Ahead of the earnings release, Q3 revenue is projected to increase by 25% to $127.8 billion, with adjusted earnings expected to rise 3% to $2.97. Investors are closely watching cloud growth and Capital Expenditure (CapEx) outlooks.

상승 영향

Semiconductors — OpenAI's consideration of Google's TPUs is expected to strengthen Google's position in the custom AI chip market and expand the related ecosystem.
AI — Closer cooperation between OpenAI and Alphabet is driving a surge in demand for cloud services and AI infrastructure, accelerating earnings growth for related companies.

AI가 생성한 분석으로 투자 자문이 아닙니다.

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