Google Needs Intel Chip Supply by 2028 to Supplement TSMC for Production Target
An analyst assessment indicates Google will require Intel’s chip manufacturing supply by 2028 to meet its production target, stating that relying on TSMC alone may be insufficient to close the capacity gap.
The note cites a lack of detailed allocation data and indicates that securing Intel’s manufacturing output is necessary to support the hardware buildout. The accompanying commentary also highlights the competitive positioning of Nvidia in the broader artificial intelligence hardware market.
From the sources (5 posts)
@theinformationRT @amir: "Alphabet has backstopped leases on about 2.4 gigawatts of capacity across roughly ten projects..."
@theinformationGoogle has quietly taken on up to $44 billion in guarantees to help finance data centers for customers using its AI chips. The strategy borrows from Wall Street to speed TPU adoption while keeping much of the exposure off its balance shee
@jukan05NVIDIA’s moat.
@jukan05“Although we do not have the detailed allocation yet, we think it is difficult to reach Google’s target with TSMC alone, and Intel’s supply is a must by 2028.” $INTC
@zephyr_z9WOW