Overview
- The Information reported that Meta is in talks to use Google’s tensor processing units, with rentals as soon as next year and potential in‑data‑center purchases in 2027, marking a shift from Google’s rent‑only TPU model.
- Nvidia posted on X that it is a generation ahead and the only platform that runs every AI model everywhere, adding that it continues to supply GPUs to Google.
- Nvidia shares fell about 2.6% Tuesday, with AMD also lower, while Alphabet rose, reflecting investor reassessment of competition in AI compute.
- Coverage noted Google’s Gemini 3 was trained entirely on TPUs and that internal targets suggest external TPU sales could eventually capture a portion of Nvidia’s revenue, though no large purchase has been confirmed.
- Nvidia’s fundamentals remain strong after a blockbuster quarter and large order visibility, and the company circulated a memo rebutting Michael Burry’s criticisms as some commentators argued the selloff was overdone.