Google Orders 3 Million Intel AI Chips for 2028 as TSMC Capacity Tightens
Updated
Updated · Reuters · Jun 8
Google Orders 3 Million Intel AI Chips for 2028 as TSMC Capacity Tightens
3 articles · Updated · Reuters · Jun 8
Summary
More than 3 million Google tensor processing units are set to be made by Intel in 2028, according to The Information, marking a major foundry win for Intel's contract chip business.
TSMC's AI-driven capacity crunch helped push Google to diversify manufacturing after months of testing Intel's process technology, the report said.
Intel shares jumped more than 9% after the report, extending a roughly 169% gain this year as investors bet CEO Lip-Bu Tan's turnaround is gaining traction.
Nvidia is also evaluating Intel for a chip package combining four graphics processors, though no order has been placed yet.
The deal would deepen a broader shift by major AI chip designers toward Intel as they seek alternatives to TSMC and align with U.S.-based manufacturing priorities.