Google is intensifying its push into South Korea’s AI infrastructure market by supplying Tensor Processing Units to external data centers beyond Google Cloud Platform. The move expands competition with Nvidia and AMD as South Korea pursues 550 trillion won in private investment for 8.4 gigawatts of AI data-center capacity by 2029. Google has also proposed TPU cooperation with the South Korean government, including infrastructure for universities and research institutes, technology development and physical-AI applications. Its latest TPU v8 delivers roughly three times the training performance per unit of power consumption compared with its predecessor. Anthropic plans to expand TPU deployment from 1 gigawatt this year to 5 gigawatts next year, while Morgan Stanley has projected Google’s direct TPU sales will reach $84 billion, or about 116 trillion won, in 2027.