GCP TPU Sales Revenue Surges 100% as Gemini Model Ranks Drop to 9th

GCP accelerates third-party TPU sales with projected $120B revenue, while Gemini model performance declines and key DeepMind leadership departs for new ventures.

Woofun AI reports that Google Cloud Platform is prioritizing third-party TPU sales over internal AI model development, securing long-term contracts for hundreds of thousands of TPUs. Key DeepMind personnel, including Jeff Dean and Oriol Vinyals, have departed to form Discovery Loop, while Demis Hassabis stepped back from daily operations.

Woofun AI data shows that Gemini 3.5 Pro has been discontinued and Gemini 3.6 Flash ranks 8th or 9th in large language model benchmarks. GCP’s quarterly growth rate reached 82%, with projections exceeding 100% by 2027. Tokenomics models estimate GCP’s third-party AI cloud revenue will surpass $73 billion by end-2027, with TPU system sales adding $120 billion, contributing approximately $3 per share to earnings.