Sources: Google recently placed an order with Intel to manufacture 3M+ TPUs in 2028; Nvidia is testing Intel's tech for a new processor and running 18A trials (Qianer Liu/The Information)
Google and Nvidia are exploring Intel foundry capacity, signaling a meaningful AI chip supply-chain shift away from sole reliance on TSMC.
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<a href="https://www.theinformation.com/articles/google-nvidia-consider-intel-backup-chip-manufacturer"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260608/i12.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/260608/p12#a260608p12" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Qianer Liu / <a href="https://www.theinformation.com/">The Information</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.theinformation.com/articles/google-nvidia-consider-intel-backup-chip-manufacturer">Sources: Google recently placed an order with Intel to manufacture 3M+ TPUs in 2028; Nvidia is testing Intel's tech for a new processor and running 18A trials</a></b></span> — TSMC's capacity struggles are turning into a boon for Intel. — As the Taiwanese chip making giant struggles to meet overwhelming demand … </p>
Read at source: https://www.techmeme.com/260608/p12#a260608p12