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