[Google's TPU Production in 2028 May Surpass Nvidia's Sales, Potentially Driving Google to Use Intel Foundry] BlockBeats News, July 31: Analysts at Fubon Research stated that Google's TPU production in 2028 is expected to reach 12–15 million units, potentially surpassing or approaching Nvidia's data center AI GPU shipments for the same year. As a result, Google may need to rely on Intel Foundry (particularly its advanced packaging capacity) to make up for the shortfall in TSMC's supply. [Original Link]