If the information is correct, Google may not only produce more or a comparable number of AI accelerators than Nvidia, but may also need to use Intel Foundry to meet its goals. "Based on our checks, Google plans to have 12 – 15 million TPUs in 2028," the paper reads. "Entering 2028, Google’s TPUs will enter the V9 generation with four compute dies, suggesting that their capacity consumption will more than double in 2028 versus 2027." If Fubon is correct about Google's plans to produce 12 – 15 million 9th-generation TPUs in 2028, then the company may produce more, or at least a comparable number of AI accelerators, than Nvidia in 2028. It will not only make Google the world's largest consumer of AI accelerators (as the company will unlikely cease buying Nvidia hardware), it will eventually make Google the owner of the world's most capable AI hardware fleet.