$Alphabet(GOOGL)$ This is significant. Google just leaned on Intel to package over 3 million TPUs, and it's a big deal for the AI supply chain.
Here's the situation:
Google expects over 6 million TPUs to use Intel's advanced packaging in 2027-2028.
Intel isn't just a backup anymore; they're becoming a core part of the AI compute puzzle.
Every TPU packaged strengthens a piece of Google's AI infrastructure.
I'm watching this closely because packaging and I/O bottlenecks are real, and Intel stepping in at this scale could move the needle for both revenue and AI deployment speed.
It feels like Intel might finally get some of the spotlight they've been waiting for, and Google is making a substantial bet.
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