Google TPU roadmap & custom silicon scaling

Standing up to its main supplier.

March 16, 2026

Jon Peddie

Google’s seventh-gen Ironwood TPU—built on TSMC 3 nm and co-designed with Broadcom—delivers 4.6 PFLOPS FP8 and scales to 9,216-chip superpods. Production forecasts for 2026 jumped from ~2 million to ~4 million units, rising to 5 million in 2027 and 7 million in 2028. Anthropic committed to 1 million TPUs (1-plus GW of compute), Meta is in advanced talks, and the all-in TCO runs 44% below a comparable Nvidia GB200 server. Google just became a merchant silicon vendor. Google’s TPU program has crossed an inflection point. The seventh-generation Ironwood TPU—co-designed with Broadcom and built on TSMC 3 nm with CoWoS packaging—delivers

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Google TPU roadmap & custom silicon scaling

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