Google and Nvidia are exploring Intel’s foundry services to diversify their supply chains. Surging AI hardware demand has constrained production capacity at Taiwan Semiconductor Manufacturing Co. (TSMC).
Google ordered more than three million custom Tensor Processing Units (TPUs). Intel will manufacture these units in 2028.
Nvidia is evaluating Intel’s 18A manufacturing process for future graphics chips. The company is also testing Intel's advanced packaging technology.
These developments support Intel’s strategy to become a major contract chip manufacturer. Securing two of the world’s largest chip designers strengthens Intel’s competitive position.