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

Google plans to produce up to 15 million AI chips by 2028, rivaling Nvidia's total accelerator volume

Google targets 12–15 million TPU v9 by 2028, matching Nvidia and becoming the largest AI accelerator user. Vertical integration gives independent control over costs and roadmaps while reducing merchant supplier dependency, reshaping cloud infrastructure competition.