Rumor: Google is expanding orders for TPU AI server chips as demand heats up, with market researchers putting TPU demand at 15 million by 2028, more than Nvidia’s current 13 million per year, media report, adding Google turned to Intel for EMIB packaging because Nvidia pre-booked over 50% of TSMC’s CoWoS packaging for the next 3-years. $Alphabet(GOOGL.US) $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) #semiconductors
Source: Dan Nystedt
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