According to The Information, Google parent Alphabet has placed a major manufacturing order with Intel, contracting the foundry to produce over 3 million TPU chips by 2028. The deal marks a breakthrough for Intel’s foundry business. Separately, Nvidia continues to evaluate Intel’s advanced processes for potential future collaboration.

Driven by the Google order, Intel’s pre‑market stock price surged 13% as investors recognized the foundry’s growth potential.

After trailing TSMC in advanced nodes, Intel has steadily regained process competitiveness, now winning major customers and reshaping the high‑end foundry landscape.

ICgoodFind: Google’s 3M+ TPU order signals Intel’s foundry revival and opens a new chapter in high‑volume AI chip manufacturing.