Alphabet Inc.’s Google has placed an order with Intel Corp. to manufacture over 3 million specialized AI chips, specifically tensor processing units (TPUs), targeted for 2028, according to a report from the Information. This decision follows months of testing Intel’s technology, marking a strategic move as major tech companies, including Google, look to diversify their production partnerships amid struggles faced by Taiwan Semiconductor Manufacturing Co. in meeting the high demand for advanced chip manufacturing capacity.

Google: Google is the core internet and technology subsidiary of Alphabet Inc., responsible for search, cloud computing, and AI research and deployment. It designs custom tensor processing units to power its machine learning workloads. Google recently selected Intel as a manufacturing partner for these TPUs after months of evaluation, marking a notable sourcing decision amid broader industry capacity pressures.
Intel Corp.: Intel Corp. is a major semiconductor manufacturer that designs and produces processors and related technologies for computing, data centers, and AI applications. The company has been expanding its foundry services to attract external customers beyond its own chip designs. In this case, Intel received an order from Google to fabricate more than three million specialized AI chips, following successful testing of its manufacturing processes.
Alphabet Inc.: Alphabet Inc. is the parent company of Google and other subsidiaries focused on internet services, search, advertising, and emerging technologies including artificial intelligence hardware. Its Google division develops specialized AI accelerators known as TPUs. In this development, Alphabet’s Google subsidiary has turned to Intel for large-scale TPU manufacturing to support its AI infrastructure needs.

Foundry Capacity: Taiwan Semiconductor Manufacturing Co. is experiencing demand that exceeds its current manufacturing capacity for advanced chips.
AI Hardware Sourcing: Google’s order reflects ongoing efforts by major tech firms to secure additional production partners for specialized AI accelerators.
Manufacturing Partnership: Google turned to Intel for TPU production after completing extended technology testing and validation.