Google Launches Agent-Building Tools and Next-Gen TPUs
What Happened
Google rolled out tools for companies to build and deploy AI agents alongside its latest custom TPUs, which power both Google's own supercomputers and rentals to Anthropic, OpenAI, and Meta. The launches position Google as both a platform competitor and the de facto silicon supplier to its rivals.
My Take
Google's strategy is unique and underappreciated: it sells the picks, the shovels, and the gold. Being Anthropic's next-generation chip provider while competing with them on agents is either a brilliant flywheel or an antitrust case waiting to be filed — probably both. For buyers, Google's agent stack is now genuinely competitive, but the lock-in risk is higher than OpenAI's because you're buying into the silicon too. The right call: dual-source your agent platform in 2026 while the market is still fluid.
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