Google plans to produce up to 15 million AI chips by 2028, rivaling Nvidia's total accelerator volume
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Rumor mill: Google is planning a sharp increase in production of its in-house AI chips, a move that could put it on par with Nvidia in total accelerator volume within the next few years. According to a research note from Fubon, Google plans to deploy between 12 million and 15 million ninth-generation TPUs by 2028.
If those numbers hold, Google's output would be in the same range as Nvidia's projected shipments. Fubon estimates that Nvidia supplied 8.2 million data center GPUs in 2026 and could reach 12.4 million by 2028. That would mark a notable shift, with a single cloud provider producing a volume of AI accelerators comparable to the leading merchant chip supplier.
The TPU v9 will use four compute dies, in line with the industry's shift to multi-die designs, while Google's...
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