Meta Is in Talks to Use Google’s Chips in Challenge to Nvidia

November 25, 2025

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A deal to use Google’s TPUs for Meta’s AI models could be worth billions and eat into Nvidia’s dominant market share

Vehicles drive past a Meta sign at the Meta Platforms headquarters in Menlo Park, California.
Meta Platforms headquarters in Menlo Park, Calif. john g mabanglo/epa/shutterstock

Meta Platforms META 3.78%increase; green up pointing triangle is in talks to use chips made by Google in its artificial-intelligence efforts, a step toward diversifying away from its reliance on Nvidia NVDA -2.59%decrease; red down pointing triangle, according to people familiar with the matter.

A deal could be worth billions of dollars, but the talks are continuing and may not result in one. It is still up in the air whether Meta would use the chips, known as tensor processing units or TPUs, to train its AI models or to do inference, one of the people said. Inference, the process a trained model uses to generate the response to a query, requires less computational power than training.

 

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