CorporateTuesday, November 25, 2025

Report: Meta in talks to use Google’s AI chips, pressuring Nvidia shares

Source: BloombergRead original

Summary

Alphabet shares rose and Nvidia slipped after reports that Meta is discussing multi‑billion‑dollar purchases of Google’s Tensor Processing Unit (TPU) chips for data centers starting in 2027, with TPU rentals as early as 2026. If finalized, the deal would mark a strategic win for Google’s AI hardware and intensify competition in the AI accelerator market.

Companies Mentioned

Google
Google
Cloud|United States
Valuation: $3860.0B
GOOGLNASDAQ
-0.47%
At news: $318.58Now: $317.08
Meta
Meta
Consumer Tech|United States
Valuation: $1610.0B
METANASDAQ
+7.16%
At news: $613.05Now: $656.96
Nvidia
Nvidia
Chipmaker|United States
Valuation: $4360.0B
NVDANASDAQ
+1.33%
At news: $182.55Now: $184.97
Accel
Accel
VC Firm|United States
Valuation: $15.0B
Private company - No stock data

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