The administration is weighing an executive order to establish a dedicated working group focused on artificial intelligence oversight. This group would implement a formal review process for new AI models prior to release, and Alphabet executives have been briefed on the potential structure and scope of these reviews.

Federal officials have raised concerns about limited access to advanced computing power needed for AI applications, which could delay deployment of Google’s Tensor Processing Units in critical environments. Certification challenges for TPU use on classified networks and reliance on a small number of providers have prompted exploration of expanded access across multiple platforms.

Broadcom has projected $100 billion in AI chip revenue by 2027, with Q2 guidance implying 46.6% year-over-year growth and $10.7 billion in AI sales. As a key customer of Broadcom’s chips, Google could face shifts in supply chain dynamics and pricing pressures if demand outpaces production capacity.