Intel is reportedly becoming a backup chip manufacturer for Google and Nvidia.

Glonghui, June 8 — According to The Information, TSMC's capacity challenges are turning into a boon for Intel. As the chip manufacturing giant struggles to meet soaring demand for its chip fabrication, several leading AI chip design companies — including Google and NVIDIA — are quietly considering Intel as an alternative manufacturer. Reportedly, NVIDIA is evaluating Intel’s advanced packaging and 18A process for future chips. In addition, the report says Google has recently placed an order with Intel requesting the production of over 3 million TPUs in 2028.