According to Google Vice President Amin Vahdat, Google announced two new AI chips—TPU 8tx and TPU 8i Max—on November 10, with launch planned for 2027. The TPU 8tx targets government and regulated industries, integrating AMD processors with hardware-level encryption to protect sensitive data while delivering up to double the performance of its predecessor. The TPU 8i Max integrates two TPUs in a single package to boost memory and computing power for AI applications requiring long-context processing, such as code generation, mathematical reasoning, and drug discovery.

Bloomberg Intelligence estimates TPU sales will grow from approximately $12 billion in 2026 to over $135 billion by 2028. Google disclosed that all available TPU production capacity is already booked by customers, indicating strong market demand.

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