Google's 2028 AI chip output may surpass Nvidia's sales, with Intel providing assistance

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Fubon Research analysts suggest Google’s 2028 TPU output could reach 12–15 million units, potentially matching or surpassing Nvidia’s AI GPU shipments. With TSMC capacity constrained, Intel Foundry could step in, particularly for packaging. Traders assessing the risk-to-reward ratio may closely monitor this shift. Technical analysis for crypto signals growing interest in AI-driven technology plays.
ME AI message: Fubon Research analysts stated that Google’s TPU production in 2028 could reach 12–15 million units, potentially matching or approaching Nvidia’s data center AI GPU shipments for the same year, necessitating support from Intel Foundry—particularly in advanced packaging capacity—to compensate for TSMC’s supply constraints. (Source: BlockBeats)
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