Report: Meta in Talks to Use Google TPUs, Rattling Nvidia and AMD
The reported arrangement would put Google’s AI chips inside a customer’s own data centers for the first time.
Overview
- The Information reported that Meta is negotiating multi‑billion‑dollar access to Google’s TPU chips, with potential deployment in Meta data centers in 2027 and rental options via Google Cloud sooner.
- Shares of Nvidia and AMD fell after the report, while Alphabet and Meta advanced.
- Placing TPUs inside a customer’s facilities would be a first, as Google’s chips have generally been accessed through Google Cloud.
- Nvidia controlled about 94% of the GPU market in September 2025, underscoring the significance of any major shift toward alternative AI accelerators.
- Anthropic’s October announcement to use Google TPUs and secure more than one gigawatt of power capacity for 2026 highlights mounting demand for dedicated AI compute.