Based on the most recent report by industry investment firm Fubon, Google is set to substantially ramp up the production of its in-house AI chips, with projections indicating the deployment of 12 to 15 million ninth-generation Tensor Processing Units (TPUs) by 2028. Should this target be met, Google's production scale will rival that of chip behemoth NVIDIA, signifying the first instance where a singular cloud service provider possesses the capacity to go head-to-head with leading chip manufacturers in terms of AI accelerator production.
