Google was among the first hyperscalers to develop its own custom AI processors about a decade ago and has been steadily ramping their deployment since then. The company seems to be so confident about its TPU v9 due in 2028 that it intends to order 12 – 15 million of such processors, according to a Fubon Research note to clients published by Sean. If the information is correct, Google may not only produce more or a comparable number of AI accelerators than Nvidia, but may also need to use Intel Foundry to meet its goals.
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