Rohan Paul@rohanpaul_ai · XThe Information报道，Google已选择Intel在2028年为其制造超过300万块Google TPU。这对Intel代工业务是重大胜利，使其成为Nvidia最大AI挑战者之一的芯片工厂。Intel代工的目标是成为这些芯片的第二来源，因为过度依赖台积电会造成Google、Nvidia、Apple、Tesla等公司的供应瓶颈。AI热潮推动芯片需求激增，台积电难以保证足够供应，正促使多家大型AI芯片设计公司转向Intel。
The Information reports that Google has picked Intel to manufacture 3M+ Google TPUs in 2028.
Great win for Intel foundry that would make Intel a factory for one of Nvidia's biggest AI challengers.
Intel's foundry bet is to become a second source for those chips， which matters because relying too heavily on TSMC creates a supply choke point for Google， Nvidia， Apple， Tesla， and others.
Rising chip demand from the AI boom has made it hard for TSMC to secure enough supply， pushing several major AI chip design firms toward Intel.
--- theinformation .com/articles/google-nvidia-consider-intel-backup-chip-manufacturer