---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000722578.md"
description: "3 million TPUs is not a "let's test it" order, that's a real commitment. if 18A holds up and Nvidia signs too, the whole "only TSMC can do it" thesis cracks. still need execution proof tho, one order ≠ a turnaround."
datetime: "2026-06-09T05:23:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000722578.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000722578.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000722578.md)
author: "[Bluegate1104](https://longbridge.com/en/profiles/16656277.md)"
generator: "portal-rs"
---

# 3 million TPUs is not a "let's test it" or…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**