Google is backing a $3.2 billion（約5100億円） data center project to lease its custom AI chips to outside customers, positioning them as an alternative to Nvidia's GPUs and opening a new revenue stream.

What happened: Google is providing a $3.2 billion（約5100億円） financial guarantee for Lake Mariner, an AI data center project in western New York. The facility will lease computing power from thousands of Google TPUs to Anthropic, marking a shift toward selling Google's custom chips beyond internal use.

Why it matters: Google originally built TPUs to power its own products, but is now positioning them as a serious alternative to Nvidia GPUs for training and running AI models. This strategy could help Google create new revenue streams, keep more AI spending within its ecosystem, and reduce reliance on outside chip suppliers.

What to watch: The move signals a broader shift across Big Tech—Amazon is reportedly looking to sell its own AI chips to outside customers, while Microsoft and Meta are investing heavily in proprietary chips. Google's success in selling TPU access outside will determine whether it can effectively compete with Nvidia's dominant position.