From powering its own AI empire to challenging NVIDIA on a bigger stage, #Google is building a growing army of TPU variants.

What happened

TrendForce reported that Google is ramping up its TPU push with four 8th-generation TPU chips unveiled this year. The 8tx pairs its technology with AMD CPUs, while the 8i Max takes aim at AI's memory wall—reportedly boosting HBM capacity from 288GB to 384GB and doubling bandwidth to 17.2 TB/s. TrendForce stated that Google, from powering its own AI empire to challenging NVIDIA on a bigger stage, is building a growing army of TPU variants. This was posted as a tweet at 3:18 AM on Nov 10, 2026; the chip specifications are reported figures and no further implementation details are given.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 11/9/2026 · View original source