NuAxiSemiconductor trade intelligence

Google wants more Intel inside ... its datacenters, taps Chipzilla for more SmartNICs

What happened

Google expands its collaboration with Intel to develop next-generation SmartNICs (IPUs), building on the existing Mount Evans ASIC. Intel's custom ASIC business grew over 50% in 2025, reaching an annualized revenue run rate above $1 billion. Neutral: This is a continuation of an existing partnership with no immediate, direct impact on component supply, pricing, or trading dynamics.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

SmartNIC/IPUServer CPU

Intel Corporation Google

partnershiphyperscalerdatacenter

Source and time

Source: The Register · 4/9/2026 · View original source

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Google wants more Intel inside ... its datacenters, taps Chipzilla for more SmartNICs

What happened

Impact and signal

Affected components and suppliers

Source and time

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