Google is loosening its grip on Tensor Processing Units, offering the powerful AI chips to outside cloud providers for the first time. Sources say London-based Fluidstack has already signed a deal, deploying TPUs in its New York data center with Google backing the venture through a $3.2 billion guarantee and a 14% equity stake. Talks with other “neoclouds,” including CoreWeave and Crusoe, signal a broader strategy shift.
