Google Reorganizes AI Infrastructure Under Project EAT

Google is launching Project EAT, a company-wide initiative through 2026 to consolidate AI chip design, infrastructure, and developer tools, Business Insider reports. The plan centralizes TPU development, data-center redesign, and tooling to reduce costs, improve performance versus Nvidia’s dominant GPUs (estimated 80–95% market share), and bolster Google Cloud’s competitiveness. Execution will require substantial investment and organizational integration.