CorporateTuesday, November 25, 2025

Meta in talks to spend billions on Google’s AI chips

Source: ReutersRead original
People walk behind a logo of Meta Platforms company, during a conference in Mumbai, India, September 20, 2023. REUTERS/Francis Mascarenhas

Summary

Meta is negotiating a multi‑year deal to deploy Google’s Tensor Processing Units (TPUs) in its data centers starting in 2027 and may rent TPUs via Google Cloud as early as 2026. If finalized, the move would diversify Meta’s AI hardware beyond Nvidia and bolster Google’s push to commercialize TPUs, reshaping competitive dynamics in AI compute.

Companies Mentioned

Google
Google
Cloud|United States
Valuation: $3860.0B
GOOGLNASDAQ
-1.80%
At news: $323.44Now: $317.62
Meta
Meta
Consumer Tech|United States
Valuation: $1610.0B
METANASDAQ
+3.98%
At news: $636.22Now: $661.53
Nvidia
Nvidia
Chipmaker|United States
Valuation: $4360.0B
NVDANASDAQ
+3.13%
At news: $177.82Now: $183.38

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