Google Eyes Samsung for Icefish Chip, AI Cloud Backlog Tops $460 Billion
GOOG•Google is in talks with Samsung to produce a memory-interface component for its Icefish next-gen chip, with TSMC making the main die and potential mass production by 2028. Enterprise AI contracts have driven cloud backlog over $460 billion after 63% revenue growth, while search ads rose 19%, prompting higher 2027 CapEx.
1. Chip Manufacturing Talks
Google is negotiating with Samsung Electronics to manufacture a dedicated memory-interface component for its Icefish next-generation chip. Taiwan’s TSMC is set to produce the chip’s main die, and the project—currently in design—could reach mass production as early as 2028.
2. Enterprise AI Backlog and Growth
Google has shifted its AI narrative toward large-scale enterprise contracts, boosting its cloud service backlog to over $460 billion after a 63% revenue surge. Meanwhile, advertising revenues from search grew 19%, and the company plans significant CapEx increases in 2027 to support its expanding AI and infrastructure investments.
