Google ordered over 3 million Tensor Processing Units from Intel for 2028 delivery, representing half of Google's estimated 6 million TPU production over the next two years. Nvidia is testing Intel's manufacturing technology for its upcoming Feynman GPU architecture. The move diversifies from TSMC, whose CEO C.C. Wei stated on June 6, 2026 that global chip supply will not meet AI-driven demand for years. Intel's stock jumped more than 10% on June 8, 2026 following the report.
Google Intel chip order
- ▪Intel's stock price jumped more than ten percent on June 8, 2026 after the report about Google's chip order was published
- ▪Google's order with Intel represents half of the estimated 6 million TPUs Google is expected to make in the next two years
- ▪Google placed an order with Intel to manufacture more than three million Tensor Processing Units for 2028
Nvidia Intel manufacturing tests
- ▪Nvidia is testing Intel's manufacturing technology for Nvidia's upcoming Feynman GPU architecture
- ▪Nvidia has not committed to an order with Intel as of June 8, 2026
SK Hynix packaging validation
- ▪If SK Hynix signs off on Intel's packaging technology, it would boost Intel's credibility as a TSMC alternative among other chip designers
- ▪SK Hynix is checking whether SK Hynix's chips work with Intel's packaging technology
TSMC capacity constraints
- ▪TSMC CEO C.C. Wei stated on June 4, 2026 that global chip supply will not be able to meet AI-driven demand for years
- ▪TSMC's capacity crunch gives Intel's foundry division an opening to attract customers as of June 8, 2026
- ▪TSMC is struggling to keep up with surging demand for AI chips as of June 8, 2026
Intel foundry challenges
- ▪Intel's foundry division has been losing money for years as of June 8, 2026
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