The Information reports that Google has picked Intel to manufacture 3M+ Google TPUs in 2028.
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-08
Google has selected Intel's foundry to manufacture more than 3 million Google TPUs in 2028, a major contract win for Intel that positions it as a chip manufacturer for one of Nvidia's largest AI competitors.
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Extraction
Topics: ai-chipstpuintel-foundrygoogle-ai-hardware
Claims
- Google has chosen Intel's foundry to manufacture more than 3 million TPUs in 2028.
- The deal is a significant win for Intel's foundry business and its strategy to diversify beyond its own chip designs.
- Intel manufacturing Google TPUs would make it a factory for one of Nvidia's biggest AI chip challengers.
- Intel's foundry strategy centers on becoming a second-source manufacturer for advanced AI accelerators.
Key quotes
The Information reports that Google has picked Intel to manufacture 3M+ Google TPUs in 2028. Great win for Intel foundry that would make Intel a factory for one of Nvidia's biggest AI challengers. Intel's foundry bet is to become a second source for those chips, which matters.