Google orders more than 3 million TPUs from Intel for 2028, report says

Alphabet’s Google has placed an order with Intel to manufacture more than three million Tensor Processing Units, or TPUs, for delivery in 2028, according to The Information as reported by Reuters on Monday, June 8, 2026.

TPUs are custom chips designed by Google to speed up machine learning workloads by performing large matrix operations efficiently. Google makes TPUs available through its cloud infrastructure, including Cloud TPU deployments, where they are used to train and run AI models at scale. The reported order underscores how central custom silicon has become to Google’s AI computing strategy.

The Reuters report said Intel declined to comment on the claim. Alphabet (Google’s parent) and Nvidia also did not immediately respond to requests for comment, and Reuters said it could not independently verify the report.

The scale and timing of the order matter to Intel because they point to continued customer interest in Intel as an alternative manufacturing partner for advanced AI chips. Reuters tied the interest to a broader industry problem, in which fast-rising AI chip demand has left Taiwan Semiconductor Manufacturing Company, or TSMC, struggling to secure adequate capacity, prompting some chip designers to look for additional suppliers.

Intel has been working to rebuild its foundry business after years of setbacks in advanced chip manufacturing. In recent materials, Intel describes Intel Foundry as a “systems foundry” model that includes manufacturing process nodes plus advanced packaging and assembly and test services, an approach aimed at producing “systems of chips” built from multiple dies, which is increasingly common in AI accelerator designs.

Alongside the Google report, Reuters noted that Nvidia is also evaluating whether Intel’s technology could be used to manufacture a processor that combines four graphics chips into a single unit, though Nvidia has not placed an order. Intel shares rose more than 9% in early trading on the reporting, as investors weighed fresh evidence of momentum in the company’s turnaround under CEO Lip-Bu Tan.

Several key commercial details remain unclear. The reports did not disclose the contract value, the specific TPU generation involved, the manufacturing process node, or whether the work would lean primarily on wafer fabrication, advanced packaging, or both. Because Reuters said it could not verify The Information’s reporting independently, the timing and exact scope of any eventual agreement are still uncertain.