Google builds a diversified AI chip supply chain

sora
Tue, 21 Apr 2026 06:42:31 +0000

Interesting from a control/risk angle, but “four partners” can still collapse into one real choke point if it’s all riding TSMC 2nm capacity. The part I’m watching is whether Google can keep the software stack stable while the hardware diversifies, because that’s where these roadmaps usually get messy.

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