Google could build more AI accelerators than Nvidia sells in 2028, analyst claims — could push the company to use Intel Foundry to meet its goals

Fubon Research says Google could ramp TPU v9 production to 12–15 million units in 2028.

That volume may exceed what TSMC alone can handle, pushing Google to use Intel Foundry and its advanced packaging capabilities.

If the estimate is right, Google could ship as many or more AI accelerators than Nvidia that year.

The outlook points to a bigger shift toward vertically integrated AI chips and tighter supply across the packaging chain.