Google orders over 3 million AI chips from Intel for 2028 as TSMC demand strains
Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
The Decoder
Summary
Google has ordered more than three million AI chips from Intel for 2028, while Nvidia is testing Intel's manufacturing technology for its upcoming Feynman architecture. Both moves come as TSMC struggles to keep up with AI chip demand, giving Intel's foundry division a rare second opportunity.