Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
Quick Answer
Intel has secured an order for over three million AI chips from Google for 2028, while Nvidia is evaluating Intel's manufacturing capabilities for its Feynman architecture.
Quick Take
This comes as TSMC struggles to meet the soaring demand for AI chips, giving Intel's foundry division a vital opportunity for revival.
Key Points
- Google's order for AI chips marks a significant commitment to Intel's manufacturing.
- Nvidia's testing of Intel's tech indicates confidence in its production capabilities.
- TSMC's inability to meet demand opens doors for Intel's foundry division.
- Intel's revival could reshape the competitive landscape in AI chip production.
- This collaboration could enhance supply chain resilience for AI technologies.
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~1 min read
Jun 8, 2026
Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information, Google has placed an order with Intel to manufacture more than three million of its AI chips (TPUs) for 2028. Nvidia is testing Intel's manufacturing tech for its upcoming Feynman GPU architecture but hasn't committed to an order yet.
Memory maker SK Hynix is also checking whether its chips work with Intel's packaging. If SK Hynix signs off, it would boost Intel's credibility as a TSMC alternative among other chip designers. Intel's foundry division has been bleeding money and missing deadlines for years, but TSMC's capacity crunch now gives it a rare opening. TSMC CEO C.C. Wei said Thursday that global chip supply won't be able to meet AI-driven demand for years. Intel's stock jumped more than ten percent after the report dropped.
— Originally published at the-decoder.com
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