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Google plans to produce up to 15 million AI chips by 2028, rivaling Nvidia's total accelerator volume

TL;DR AI

Key summary

2 min read
  1. Google is reportedly considering producing up to 15 million TPU v9 chips by 2028.

  2. That scale would far exceed expected 2027 needs and could make Google a rival to Nvidia in AI accelerator shipments.

  3. Manufacturing could be spread beyond TSMC if capacity becomes tight.

  4. The move underscores how AI chip competition is increasingly driven by production scale and advanced packaging capacity.

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