Meta is reportedly in deep talks with Google to commit billions of dollars toward purchasing Google’s AI chips, specifically tensor processing units (TPUs), for use in its data centers starting in 2027. In parallel, Meta may begin renting TPUs from Google Cloud as early as next year, according to the report.
This would mark a major shift for Google, which has historically confined TPUs to its own infrastructure; by opening them up to external companies, Google could position itself as a serious competitor to Nvidia in the AI chip market. Google Cloud executives reportedly see the potential to capture up to 10% of Nvidia’s revenue through this strategy.
For Meta, this isn’t just about cost — the TPUs are being pitched as a more secure and potentially cheaper alternative to Nvidia’s GPUs, especially as demand surges and supply tightens. Yahoo While the deal remains unverified and all three parties have declined comment, the move could significantly reshape the landscape of AI computing infrastructure.
Meta in talks to spend billions on Google's chips, The Information reports
Meta Platforms is in talks with Google to spend billions of dollars on the Alphabet -owned company's chips for use in its data centers starting from 2027, The Information reported, a move that would cast Google as a serious rival to semiconductor giant Nvidia .
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