Overview
- The Information reported that Meta may begin renting Google TPU capacity in 2026 and could deploy the chips in its own data centers starting in 2027.
- Spending under discussion is described as potentially in the billions of dollars, with use cases said to include both training and inference.
- Alphabet shares rose roughly 2% in after-hours and premarket trading as Nvidia fell about 3% and AMD slipped around 2% following the reports.
- The talks signal Google’s push to offer TPUs beyond Google Cloud, challenging GPU incumbents and, by some estimates, targeting a chip market share comparable to about 10% of Nvidia’s annual revenue.
- Google and Meta declined to comment, and the reported discussions follow recent TPU milestones such as Anthropic’s commitment for up to 1 million units and the Ironwood v7 rollout.