Kurian said Google would invest more in India as demand grows, with the Visakhapatnam facility not meant to be its last.

was not meant to be the last.

Thomas Kurian told analysts Google Cloud is seeing extraordinary demand and strong growth from AI labs, capital markets, financial services institutions and enterprises.

extraordinary demand and strong growth

Kurian said Google is making TPU systems available inside customers' own data centers and broadening availability through other cloud providers.

For customers who want TPU systems in their data centers, we're making TPU systems available in their data centers. We're also broadening availability to other providers.

Kurian said nearly 100 customers use TPUs, including Anthropic and Apple, and Google is also working with new frontier model companies.

Nearly 100 customers use TPUs today. In addition to our work with Anthropic, both directly and via Broadcom, and public reference customers like Apple, who are scaling pre‑training of their foundation models on the latest generation of TPUs, we're also working with new frontier model companies.

Thomas Kurian said Google Cloud is seeing extraordinary demand, with TPU sales a significant growth contributor.

We have seen extraordinary demand.