if true, $GOOGL placing a 3mm TPU order for 2028 with $INTC, seems like a pretty massive number. For context, street expects ~4mm in total TPU production in 2026.
I suppose it depends on how you want use that as a read through to total TPU production in 2028
TSMC’s capacity struggles are turning into a boon for Intel. As the Taiwanese chip making giant struggles to meet overwhelming demand for its chip manufacturing capacity, several major AI chip design ...
