Devices · 1h ago
Google may outproduce Nvidia in AI chips by 2028, analyst says
A report from Fubon Research claims Google could build more TPU AI accelerators in 2028 than Nvidia sells that year. To meet its ambitious production goals, Google might turn to Intel Foundry for manufacturing. The prediction underscores Google's push to reduce reliance on external chip suppliers for its AI workloads.
Meridian48 take
The claim hinges on aggressive scaling assumptions; even if Google matches Nvidia's volume, it still trails in software ecosystem and market share.
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Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals →
Tom's Hardware
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