Timeline
Booked Intel to package 3 million TPUs
Google booked Intel to package 3 million TPUs by 2028
Google is developing Frozen v2 chip, targeting deployment as early as 2028.
Nvidia's next-gen AI rack system delayed to 2028.
Next-gen AI rack system delayed to 2028
Nvidia's next-gen AI rack system delayed to 2028
Next-gen AI rack system delayed to 2028 due to manufacturing snags
Nvidia invested in SSI; amount undisclosed.
Shipped three Gemini Flash models: 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber
Added background execution and MCP support to Gemini API Managed Agents
Ecosystem
Nvidia
Evidence (15 articles)
Nvidia Vera Rubin Rack Costs $7.8M; Memory Drives Price
Jul 6, 2026Apple Ditches Apple Silicon Pledge, Routes AI Queries to Google Cloud
May 31, 2026Nvidia Vows 'Giant Amounts' of Vera Rubin as Blackwell Delays Bite
Jul 15, 2026NVIDIA Feynman GPU Power Semi Content Hits $191K, 17× Blackwell
May 4, 2026CoreWeave Beats AWS, Google to First Vera Rubin Rack-Scale Validation
Jun 13, 2026Meta Deploys Millions of Amazon Graviton CPUs for AI Agents
Apr 24, 2026Nvidia's Jensen Huang Dismisses Custom AI Chip Threat: 'Science Projects' Versus 'AI Factories'
Mar 12, 2026Google Books Intel for 3M+ TPUs in 2028 as TSMC CoWoS Hits Capacity Wall
Jun 10, 2026+ 7 more articles