Google is reportedly in discussions with Samsung Electronics to manufacture part of a future generation of its custom artificial intelligence processors, according to a report by The Information. The chips in question are Google's Tensor Processing Units, or TPUs — the specialized hardware the company uses to power its AI workloads, from training large language models to running services like Google Search and Gemini.
According to reporting from heise.de, the arrangement would involve Google's 10th-generation TPU, currently planned for around 2028. Under the deal being discussed, Samsung would manufacture the chips alongside Taiwan Semiconductor Manufacturing Company (TSMC), which has long been Google's primary chip foundry partner.
For Samsung, the potential contract would represent a significant win for its foundry business, which has struggled to keep pace with TSMC in securing the most advanced chip orders. Heise.de described landing a share of Google's TPU production as "a major success as a contract manufacturer" for Samsung.
For Google, splitting production across two manufacturers is a classic supply chain hedge — spreading risk in case one supplier faces delays, yield problems, or capacity shortfalls. As demand for AI chips has surged across the industry, securing reliable manufacturing capacity has become a top strategic priority for every major technology company.
No deal has been confirmed, and the talks are still ongoing. But if finalized, the partnership would signal that Samsung is clawing back relevance in the elite tier of advanced chip fabrication — and that Google is no longer content to rely on a single supplier for the hardware that underpins its AI ambitions.