Google orders over 3 million TPUs from Intel for 2028 as Nvidia tests Intel's 18A node
Intel stock jumped 12% in early trading following the reports.
Intel stock jumped 12% in early trading following the reports.
Intel stock jumped 12% in early trading following the reports.
Intel stock jumped 12% in early trading following the reports.
@zephyr_z9 I think you are wrong here my friend. The rest will come out soon enough.

@zephyr_z9 Masssive
Intel shares jumped on the report that Google and Nvidia are testing it as a backup foundry, with Google already ordering more than three million TPUs for 2028. The move is less about an Intel turnaround and more about TSMC's capacity crunch, since its leading-edge and advanced-packaging lines are fully booked in the AI boom. Intel's opening is EMIB packaging plus early 18A trials, which would make it a credible second source if SK Hynix's memory tests work out. Do we see a big intel comeback?
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 because relying too heavily on TSMC creates a supply choke point for Google, Nvidia, Apple, Tesla, and others. Rising chip demand from the AI boom has made it hard for TSMC to secure enough supply, pushing several major AI chip design firms toward Intel. --- theinformation.com/articles/google-nvidia-consider-intel-backup-chip-manufacturer
Google has placed an order for Intel to manufacture 3 million TPUs. The Information broke the news this morning, so if you are wondering why Intel's stock is skyrocketing (again) that's why. The US Government's 10% stake is paying off quite well. Nothing but good news since then.
Google has tapped Intel to manufacture more than 3 million AI chips in 2028, a win for Intel’s foundry push as TSMC’s production lines remain squeezed. Read more: https://thein.fo/4oazCDa
As Jukan wrote here, this is a packaging order win, not a fab production win Mediatek isn't using IFS front end https://twitter.com/jukan05/status/2063979000012419279
SITUATION UPDATE: Google has placed an order with Intel to manufacture more than 3 million TPUs in 2028, per The Information.
NVIDIA is rumored to be in the preliminary stages of a deal with Intel as well.
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