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Google TPU production forecasted to reach 10 million units by 2028
Tuesday, February 10, 2026 at 02:07 PM
A forecast projects Google TPU production volumes to exceed 7 million units in 2027 and reach approximately 10 million units in 2028.
Context
Google is aggressively scaling its custom silicon production, with production forecasts suggesting Tensor Processing Unit (TPU) volumes could reach 10 million units by 2028. This represents a massive acceleration from previous cycles, as the company transitions from using these chips solely for internal workloads to a broader commercial offering. By 2027, annual production is expected to surpass 7 million units, underpinned by high demand for its latest Trillium (v6) architecture and the upcoming Ironwood generation.
This surge signals a strategic effort to reduce long-term reliance on Nvidia and capture a larger share of the AI infrastructure market. Analysts estimate that for every 500,000 units Google sells or leases to external partners like Anthropic, it could generate approximately $13 billion in incremental revenue. With its vertical integration across hardware and software, Google is positioning its TPU ecosystem as a cost-effective, energy-efficient alternative to traditional GPUs for massive AI training and inference.
Sources (4)
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