Google Likes Intel. Nvidia Appears to as Well. And So Do I - TheStreet Pro

In a June 9, 2026 article published by TheStreet, analyst Stephen Guilfoyle highlights growing interest from Google and NVIDIA in Intel (INTC), suggesting that the company may serve as a backup to Tai... Read original →

Google’s order of over three million TPUs from Intel signals validation of its 3nm and advanced packaging capabilities, disrupting the AI chip supply hierarchy. This pressures TSMC to accelerate EUV capacity while compelling NVIDIA to diversify beyond a single foundry. Technically, stable TPU production would catalyze Intel’s Co-EMIB and Foveros ecosystems, spurring demand for advanced substrates, EDA tools, and test equipment. Geopolitical risk is now a hard cost: U.S. CHIPS Act incentives and export controls mandate non-Taiwan, China backup sources. Competitors like Broadcom may follow suit. Within 18 months, Intel Foundry could shift from contingency to strategic supplier—if it clears yield and HBM integration hurdles. Achieving 50K 3nm wafer starts per month by Q2 2027 would fundamentally reprice its valuation.