Daiwa has raised its production forecast for Google's TPU in 2027 from about 3 million pieces to 5 million pieces.

Morgan Stanley stated in its latest research report that the supply chain investigation shows that the production of Google's TPU is expected to increase significantly, which may bring substantial revenue growth to Google's parent company Alphabet. Analyst Brian Nowak said that the latest signals from Asia indicate that "the uncertainty of TPU supply may have decreased", which could pave the way for Google to sell more of its customized AI chips externally. The semiconductor team at Morgan Stanley Asia has raised its forecast for Google's TPU production in 2027 from approximately 3 million units to 5 million units, an increase of 67%; and raised its forecast for 2028 TPU production from approximately 3.2 million units to 7 million units, an increase of up to 120%.