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Google plans to produce up to 15 million AI chips by 2028, rivaling Nvidia's total accelerator volume
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Fusion42 · 31 July 2026 · Fusion42 review
Google aims to produce up to 15 million ninth-generation TPU AI chips by 2028, potentially matching Nvidia's projected data center GPU shipments. This scale increase may require Intel Foundry's manufacturing capabilities alongside TSMC to meet demand, marking a shift toward Google controlling more AI accelerator supply.
This Wire brief sits within Fusion42's coverage of AI Infrastructure.
◆ ◆ The Wire takeaway
Your AI infrastructure strategy just faced a volume challenge as Google looks set to rival Nvidia in chip production. You must prepare for shifts in supply partnerships and increased competition in AI hardware deployment.
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1 source · 31 Jul 2026
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