Google and Nvidia Consider Intel as Backup Chip Manufacturer - The Information

[Brady]

From Reuters because paywall:

June 8 (Reuters) - Alphabet's (GOOGL.O)Google has placed an order with Intel (INTC.O) to manufacture more than three million tensor processing units in 2028, The Information reported on Monday, citing people with direct knowledge of the discussions.
Nvidia (NVDA.O) is also evaluating whether Intel's technology can ‌be used to make a processor that combines four graphics chips into a single unit, although it has not placed an order with the company yet, the report said.

https://www.reuters.com/business/go...-manufacturer-information-reports-2026-06-08/

 

[Brady]

Is the Not TSMC market taking off?

3 million sounds like a lot but in reality isn’t many chips compared to, say, consumer PCs shipping 100M+ devices a year.

 

[MKWVentures]

Is the Not TSMC market taking off?

3 million sounds like a lot but in reality isn’t many chips compared to, say, consumer PCs shipping 100M+ devices a year.

depends on chip size. there are 25M DC CPUs per year, 250M PC CPUs, 1.4B phone processors, IDK how many GPUs/TPUs

3M TPUS is a good chunk but if it was one chip it is about 1/10th of a Fab. 1-2B in Revenue including packaging.