Google and Intel Expand Partnership

Intel and Google expanded their long‑running partnership. Google is committed to using multiple generations of the chipmaker’s CPUs in its AI data centres. Financial terms and the length of the expanded collaboration were not disclosed.

Under the agreement, Xeon 6 processors will support AI training and inference workloads, bolstering the chipmaker’s position in an AI hardware market dominated by Nvidia. Google’s Amin Vahdat, SVP and chief Technologist, AI infrastructure, stated that Intel’s Xeon roadmap gives his company confidence it can continue to meet the growing performance and efficiency demands of our workloads. Intel CEO Lip‑Bu Tan noted that scaling AI requires more balanced systems rather than accelerators alone.

The deal comes as CPUs regain strategic importance in AI systems, with processors becoming a bottleneck as agentic AI workloads extend beyond GPUs. The two companies will also deepen co‑development of custom ASIC‑based infrastructure processing units (IPUs). The move comes despite Google’s growing use of in‑house chips, including its TPU AI accelerators. The IPUs offload networking, storage, and security tasks from host CPUs, improving efficiency, utilisation, and predictability at hyperscale.