Rumor
Source hints at details of 'v8p' and 'v8e' Bill of Materials, claiming Google is preparing a major 'killer' AI system launch for next year.
Friday, November 28, 2025 at 03:12 PM
An observer with claimed inside knowledge mentions having seen the Bill of Materials for upcoming "v8p" and "v8e" products. The source claims that Google is planning to release a new, major AI system next year.
Context
A well-connected source suggests Google is preparing a "killer" AI system for a 2026 launch, based on its next-generation TPU accelerators codenamed 'v8p' and 'v8e'. The rumor emphasizes a full-system approach, aligning with the strategy that integrated hardware is more critical for AI performance than individual chips. This follows Google's recent success in supplying its custom silicon to major AI companies, signaling a more aggressive push into the hardware market.
This isn't just speculation; supply chain indicators point to a significant production ramp. Key supplier Broadcom has reportedly reserved 20-30k advanced packaging (CoWoS) wafer starts for the project, and MediaTek is linked to the v8e chip. A launch in the second half of 2026 would intensify Google's competition with Nvidia in the data center, potentially impacting market share and putting further strain on the semiconductor supply chain.
Sources (11)
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