Google Orders 3 Million AI Chips From Intel for 2028 as TSMC Capacity Tightens
Updated
Updated · Bloomberg · Jun 8
Google Orders 3 Million AI Chips From Intel for 2028 as TSMC Capacity Tightens
3 articles · Updated · Bloomberg · Jun 8
Summary
More than 3 million Google AI chips are set to be manufactured by Intel in 2028, according to the Information, marking a notable outsourcing win for Intel's foundry business.
Months of testing led Google to use Intel for some of its tensor processing units, or TPUs, rather than relying solely on existing manufacturing routes.
TSMC's difficulty keeping up with surging demand for chipmaking capacity helped drive the shift, giving large AI customers another production option as capacity stays constrained.