Alphabet Orders 3 Million Intel TPUs, Doubles AI Backlog to $460B
Alphabet placed a major order for three million Tensor Processing Units with Intel to be delivered through 2028, fueling its AI backlog that has nearly doubled to $460 billion. The company’s first Kairos Power reactor for AI infrastructure isn’t expected online until 2030, underscoring potential energy constraints.
1. Major TPU Order with Intel
Alphabet placed an order for three million Tensor Processing Units with Intel, scheduled for delivery through 2028, to diversify AI chip supply and cut reliance on external foundries. The new TPU 8t and 8i architectures promise 2-4× faster performance at 30% lower costs, contributing to an AI backlog that has nearly doubled to $460 billion.
2. Kairos Power Reactor Timeline Raises Energy Risks
Google’s first Kairos Power reactor, intended to supply low-cost nuclear energy for AI workloads, isn’t expected online until 2030. This delay highlights potential energy bottlenecks as the company scales AI operations and seeks to secure stable power sources for its growing data center fleet.
