Google reportedly ordered over three million custom Tensor Processing Units (TPUs) from Intel for delivery in 2028. This move aims to diversify Google's supply chain as surging AI demand strains capacity at Taiwan Semiconductor Manufacturing Co. (TSMC).
Nvidia is also evaluating Intel’s advanced 18A manufacturing process and packaging technologies. The chipmaker is testing these capabilities for its next-generation Feynman GPUs, which are also scheduled for 2028. While Nvidia has not placed a formal order, the evaluation signals a shift toward finding viable alternatives to TSMC.
Intel's pre-market stock price surged following the reports. The developments highlight growing industry interest in Intel's foundry services to mitigate global manufacturing bottlenecks.