Google is in discussions with Samsung to manufacture its next generation of artificial intelligence chips, according to reports from thelec.net and the Global Banking & Finance Review.
The chips in question are TPUs — Tensor Processing Units — Google's custom-designed processors built specifically to power AI workloads. Unlike the general-purpose chips found in most computers, TPUs are engineered from the ground up to handle the kind of massive mathematical operations that underpin AI models.
According to thelec.net, Google may turn to Samsung for the production of its next-generation TPUs. The Global Banking & Finance Review also reports that talks between the two companies are underway, though neither outlet has indicated a deal has been finalized.
The move, if confirmed, would be significant in the fiercely competitive landscape of AI chip manufacturing. Google has historically relied on TSMC, the Taiwanese chipmaking giant that also produces chips for Apple and Nvidia, for its TPU production. Bringing Samsung — the South Korean electronics and semiconductor behemoth — into the picture would signal a potential diversification of Google's manufacturing partnerships.
For the broader AI industry, where demand for custom silicon has exploded alongside the rise of large language models and generative AI tools, securing reliable chip production is a strategic priority. A deal would matter not just for Google, but as a signal that the race to build AI infrastructure is pushing tech giants to reshape their relationships with the world's most powerful chipmakers.