[News] Meta Reportedly Weighs Google TPU Deployment in 2027, Boosting Broadcom, Taiwan’s GUC

As major U.S. cloud providers ramp up their AI ASIC efforts to lessen dependence on NVIDIA, Meta is reportedly evaluating to spend billions on Google’s in-house AI chips. According to Bloomberg, citing The Information, Meta is in talks to deploy Google’s TPUs in its data centers starting in 2027 and may also rent the chips through Google Cloud as early as 2026.

For years, Google limited its TPUs to its own cloud, offering them solely as rented compute for large-scale AI workloads. But Investing.com, citing The Information, notes that Google is now promoting the chips for installation directly inside customers’ data centers—a significant strategic shift that intensifies its competition with NVIDIA.

Investing.com also reports that Google Cloud executives view broader TPU adoption as a route to capturing up to 10% of NVIDIA’s annual revenue, representing a multibillion-dollar…