Google did not confirm the report but said it continues to explore new hardware designs as part of its AI strategy.
“Our teams are constantly researching and experimenting with new innovations to deliver maximum performance and efficiency for our users and customers,” Google said in a statement. “While not every project moves into production, this rigorous exploration is central to our full stack approach. By co-designing our hardware and software from the ground up, we ensure our systems are integrated and highly optimized for real-world workloads.”
Custom silicon has become an increasingly important part of AI infrastructure as technology companies seek greater efficiency for running their own models while reducing dependence on third-party hardware. Companies are also investing in proprietary chips as demand for AI computing continues to grow and competition for available capacity remains intense.
Google is not alone in that effort. OpenAI recently introduced its first custom inference chip, Jalapeño, while Anthropic has been reported to be discussing a custom chip partnership with Samsung.
The reported development also comes as investors continue to scrutinize Alphabet's spending on AI infrastructure. Earlier this year, Google said it plans to spend between $180 billion and $190 billion as it expands its AI capabilities, placing greater emphasis on demonstrating that those investments can deliver meaningful improvements in performance and efficiency.
Following publication of The Information's report, Alphabet shares rose about 3% in Monday trading ahead of the company's upcoming earnings report.
This analysis is based on reporting from Tech Crunch.
Image courtesy of Google.
This article was generated with AI assistance and reviewed for accuracy and quality.
