By Taylor Herzlich
Publication Date: 2025-11-25 17:52:00
Shares in chipmaker Nvidia sank about 4% Tuesday following a report that Meta is in talks to spend billions of dollars on chips from rival Google.
As part of the deal, Meta – the social media giant behind Facebook, Instagram and WhatsApp – would spend billions to use Google’s tensor processing units, or TPUs, in its own data centers in 2027, a person involved in the discussions told the Information.
The company is also in talks to rent Google chips from Google Cloud next year, the report stated.
Google could take as much as 10% of Nvidia’s annual revenue as a result of the deal, since Meta currently uses Nvidia’s graphics processing units, or GPUs, a person who heard the remarks told the Information.
That would equal billions of dollars in added revenue for Google, which is owned by Alphabet.
“Google Cloud is experiencing accelerating demand for both our custom TPUs and Nvidia GPUs; we are committed to supporting both, as we have for years,” a Google spokesperson told The Post in a statement.
An Nvidia spokesperson said the company is “delighted by Google’s success – they’ve made great advances in AI, and we continue to supply to Google.”
“NVIDIA is a generation ahead of the industry – it’s the only platform that runs every AI model and does it everywhere computing is done,” the spokesperson…
