$GOOGL - ALPHABET MAY GAIN BILLIONS FROM TPU RAMP-UP Morgan Stanley says Alphabet could unlock major revenue as Google sharply increases Tensor Processing Unit (TPU) production. Supply-chain checks now point to about 5 million TPUs in 2027 and 7 million in 2028, far above earlier estimates. Every 500,000 TPUs sold could add around $13 billion in revenue and $0.40 to EPS. With Google planning 12 million TPUs over two years, analysts see rising potential for external TPU sales alongside Google Cloud’s AI demand. The improved outlook also helped justify Morgan Stanley’s upgrade of MediaTek to Overweight.