Google, Nvidia eye Intel as backup chipmaker, report says - Ynetnews

According to The Information, Google has placed an order with Intel for over three million custom AI chips, known as Tensor Processing Units (TPUs), to be manufactured in 2028. This move underscores G... Read original →

Intel’s entry into AI chip manufacturing via Google and NVIDIA orders signals a pivotal test for its 18A/14A nodes. Technically, this forces rapid co-optimization of advanced packaging and EDA ecosystems around Intel IFS, accelerating chiplet adoption. Geopolitically, U.S. CHIPS Act incentives make Intel a de-risked alternative to Taiwan, China-based foundries, though yield risks on 18A could trigger supply chain penalties. TSMC remains dominant but faces pricing pressure in AI wafer services, likely spurring faster 2nm and CoWoS capacity builds. Over the next 12–24 months, if Intel delivers on process maturity, it could attract EU and Asian clients seeking supply diversification; failure would relegate it to backup status. This isn’t just a foundry deal—it’s a strategic bet on tech sovereignty.