Google's reported 3M+ TPU order with Intel for 2028 signals what many of us already know: AI infrastructure capacity is

BHK Cloud Engineering · · 1 min read

Google's reported 3M+ TPU order with Intel for 2028 signals what many of us already know: AI infrastructure capacity is the defining constraint of this decade.

TSMC's CoWoS packaging is oversubscribed through at least 2027.

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