Overview
- A report from The Information, picked up by multiple outlets on Monday, said Google contracted Intel to build more than three million tensor processing units for delivery in 2028.
- The story triggered an immediate market reaction with Intel shares rising roughly 11–12% as investors priced in a large foundry win.
- The same report said Nvidia is running tests on Intel’s 18A process and advanced packaging for a possible multi‑die GPU design, but Nvidia and Intel declined to comment and the account remains unverified.
- Tesla publicly told investors in April that it plans to use Intel’s forthcoming 14A process for chips at its proposed Terafab site in Austin, a confirmed sign of interest from a major customer.
- TPUs are Google’s bespoke AI accelerators used across its cloud services, so a high-volume Intel build would test the company’s ability to scale while offering hyperscalers an alternative as TSMC faces tight capacity and demand for AI chips grows.