Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom
Google has reportedly placed an order for at least three million TPU (Tensor Processing Units) chips from Intel, with deliveries expected in 2028. According to The Information, the massive order reflects the immense pressure on global chip supplies as the AI boom strains manufacturing capacity. Taiwan Semiconductor Manufacturing Company (TSMC), long the dominant force in advanced chip production, cannot keep up with surging demand from tech giants racing to build AI infrastructure. By turning to Intel, Google is diversifying its supply chain while simultaneously providing Intel’s Foundry Services with a major validation of its manufacturing capabilities. For Intel, the deal represents a potential turning point after years of competitive struggles and manufacturing delays. The order underscores how competition for advanced semiconductor manufacturing is reshaping the industry, with companies increasingly seeking alternatives to TSMC to secure the massive quantities of chips required for AI deployment.