u/Economy_Warning5842

This event is actively being teased by Intel's CTO (Chief Technology Officer) Pushkar Ranade on X.
https://x.com/magicsilicon/status/2046658873021612428?s=20

Quote:
"Google compute capacity installed:
1998 through 2023 = 1X
2024 = 2X
2025 = 4X #GoogleCloud

Rumor is new google TPUs are based on 18a AFAIK

I have nothing meaningful to contribute except hold, because Intel is about to outcompete TSMC and AMD, and is currently 1/14th their combined value.