Alphabet (GOOGL) Stock News: October 2026

$GOOGL · 8 stories in October 2026

October 2026

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Earningsdeveloping · 2 wiresOct 16 · 8:08 AM ET

Evercore sees Google TPU sales driving 35% of cloud revenue by 2027

Evercore ISI forecasts Alphabet's TPU chip sales will generate 35% of Google Cloud revenue by 2027. The analyst sees TPU revenue of $7.5B in H2 2026, $75B in 2027, and $112.5B in 2028. Google Cloud revenue could double to $213B in 2027. TPUs are sold via three models. Broadcom is the manufacturing partner. Evercore maintains outperform on Google stock with a $450 target. The report notes TPUs create competition for Nvidia.

bullish 70 · impact 60

Google TPU chips driving cloud revenue growth: a central processor chip with conduits powering a series of expanding server blades.

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