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# Google and Nvidia eye Intel as a TSMC backup for AI chips

**[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 0 upvotes · 0 comments

## Summary

Google has placed a firm order with Intel to manufacture over three million tensor processing units (TPUs) in 2028, while Nvidia is running early trials on Intel's 18A process and advanced packaging for future GPU architectures. Both moves are driven by TSMC's strained capacity and the strategic risk of depending on a single Taiwanese supplier for leading-edge AI chips. Intel's shares jumped ~12% on the news. Google's order follows months of packaging tests and is part of a broader six-million-TPU buildout across 2027–2028. Nvidia has not committed but is testing whether Intel can build a multi-chip fused processor tied to its Feynman GPU architecture due in 2028. For Intel, which has struggled to attract foundry customers despite heavy investment, these are the most concrete signs yet that its manufacturing turnaround may gain traction — though TSMC's lead in leading-edge fabrication remains substantial.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://thenextweb.com/news/google-nvidia-intel-tsmc-backup-chips>

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---

Tags: [#google](https://daily.dev/tags/google), [#nvidia](https://daily.dev/tags/nvidia), [#gpu](https://daily.dev/tags/gpu), [#intel](https://daily.dev/tags/intel)

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