Get ready to hear Google brag about TPUs on Wednesday. When Alphabet, Google’s parent company, reports third-quarter earnings tomorrow, the company’s in-house AI chips, tensor processing units, are sure to be on the lips of Google executives and Wall Street analysts. That’s because we got a bunch of new signs this week of the swelling customer demand for TPUs.

Earlier today, Google said that Oracle will become the first major cloud provider outside Google itself to begin offering TPUs to customers through its own data centers. And a short while ago, Ryan Barwick published a scoop for us that says OpenAI—a major customer for Nvidia’s AI chips—plans to buy Google’s TPUs.

But perhaps the juiciest details on TPU demand came on Monday courtesy of Anthropic’s IPO prospectus. In that filing, Anthropic chronicled the enormity of the financial commitment it has made to the Google chips, including a plan to spend $114.5 billion with Google Cloud (it didn’t specify how much of that will be for TPU-based compute).…