Meta–Google Chip Talks Send Shockwaves Through Silicon Valley as Nvidia Shares Slide
A potential multibillion-dollar deal between Meta and Google sparks market turbulence and intensifies the race for dominance in the global AI chip ecosystem. In a development that has rippled across the tech industry, Nvidia shares fell nearly 4% on Tuesday after reports surfaced that Meta is in talks to purchase billions of dollars’ worth of AI chips from Google. The discussions, first reported by The Information, reveal Meta’s interest in integrating Google’s Tensor Processing Units (TPUs) into its data centers by 2027—an unprecedented shift for a company that has long relied on Nvidia’s GPUs to power its AI ambitions. According … Continue reading Meta–Google Chip Talks Send Shockwaves Through Silicon Valley as Nvidia Shares Slide
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