Google Orders 3 Million Intel TPUs Through 2028, Cuts AI Costs 30%
GOOG•Alphabet has placed a 3 million TPU order with Intel through 2028, doubling its chip backlog to $460 billion and cutting AI processing costs by 30% with 2–4× faster performance. Google’s first Kairos Power nuclear reactor now faces a 2030 online date, potentially delaying in-house AI power capacity.
1. Major TPU Order With Intel
Alphabet has committed to purchase 3 million Tensor Processing Units from Intel with deliveries scheduled through 2028, marking a strategic shift from TSMC to diversify its AI chip supply. The new TPU architectures—8t for training and 8i for inference—offer 2–4× faster performance at 30% lower cost, and Alphabet has begun marketing TPUs to select external customers, expanding its addressable market while its chip backlog has nearly doubled to $460 billion.
2. Kairos Power Reactor Timeline
Google’s first Kairos Power nuclear reactor project won’t begin delivering electricity until at least 2030, underscoring the long lead times for utility-scale nuclear capacity expansion. With new reactors requiring five to ten years from approval to operation, Google may face delayed in-house power solutions for its growing AI infrastructure.
