Google's 2028 TPU production may exceed NVIDIA's sales volume, or drive Google to use Intel for manufacturing.

BlockBeats News, July 31st, an analyst from Fubon Research stated that the estimated production volume of Google's TPUs in 2028 could reach 12-15 million units, potentially exceeding or approaching the shipment volume of Nvidia's data center AI GPUs in the same year. Therefore, it may be necessary to rely on Intel Foundry, especially its advanced packaging capacity, to supplement the shortage in TSMC's supply.