Meta Platforms (META) is reportedly in talks with Google to invest billions in Google’s tensor processing units (TPUs), known as Meta Google AI chips, with plans to rent TPU capacity from Google Cloud in 2026 for testing before broader deployment in data centers starting in 2027, according to reports on Nov. 25, 2025.

Meta is discussing the use of Google’s TPUs in its data centers beginning in 2027. The company may start renting TPU capacity from Google Cloud as early as 2026 to evaluate the technology in production environments. The reported deal remains in early stages and is not finalized. Terms, volumes, and financial commitments have not been disclosed. Neither Meta, Google, nor Nvidia has made any official announcement, regulatory filing, or public confirmation as of Nov. 25, 2025.

Meta’s Current AI Chip Use and Potential Shift

Meta currently runs most of its large-scale AI workloads on Nvidia chips. Adopting Google TPUs would mark a strategic shift in Meta’s AI hardware procurement, potentially moving some data-center AI tasks from Nvidia GPUs to Google’s TPUs. Renting TPU capacity would allow Meta to test performance before committing to longer-term purchases, altering vendor dynamics in large-scale AI compute.

Nvidia Corporation delivered a blowout Q3, beating top- and bottom-line estimates, with data center revenues surpassing $50 billion for the first time. Despite strong results, NVDA shares declined on AI bubble fears and reports of potential competition from Alphabet and Meta Platforms, but these headwinds are seen as overblown. My ensemble valuation model projects FY26 EPS of $7.62 and a base-case price target of $267, implying around 50% upside; I maintain a Strong Buy rating.

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According to reports, Meta (NASDAQ: META) is in talks to purchase Google's (NASDAQ: GOOG) (NASDAQ: GOOGL) tensor processing units (TPUs) for use in its data centers starting as early as 2026, with large-scale deployment slated for 2027.

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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.

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Meta's shares are up today on reports that the company is considering using Google's tensor processing units (TPUs) in its data centers in 2027. Meta is among the biggest spenders on AI infrastructure, with the company projecting its capital expenditure to stand between $70 billion to $72 billion this year.

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Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google. On Monday, The Information reported that Meta is considering using Google's tensor processing units (TPUs) in its data centers in 2027.

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Nvidia stock slumps on Google's AI chip growth news, how to prepare your portfolio for December Nvidia has erased more than $245 billion in market capitalization today, following a report from The Information on Google's AI chip growth, which includes Meta's plans to purchase AI chips from Google. Tech editor Dan Howley breaks down the details.

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Nvidia fell on reports Meta may tap Google for AI chips - here's why Jim Cramer thinks investors may be overreacting. Subscribe | http://t.st/TheStreetTV Earn.

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Meta stock (NASDAQ: META) jumped around 3% on Tuesday after reports emerged that it's negotiating a multibillion-dollar deal to rent and eventually purchase Google's Tensor Processing Units (TPUs) for its data centers. The company could start leasing TPU capacity from Google Cloud in 2026, with full deployment in company-owned data centers by 2027.

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Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is in talks with Alphabet Inc (NASDAQ:GOOG)'s Google to spend billions of dollars on Google's custom AI chips called tensor processing units (TPUs) in its data centers starting in 2027, according to a report from The Information. Meta currently relies on Nvidia chips but may begin renting TPUs from Google Cloud as early as 2026 to test the technology before broader deployment, per the report.

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Facebook parent Meta is in discussions with Alphabet's Google to spend billions on using Google's AI chips in its data centers from 2027 and to rent chips from Google Cloud by next year, The Information reported on Monday.

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Meta Platforms is discussing with Google a potential investment of billions of dollars in Google's custom AI chips, known as tensor processing units (TPUs), for use in its data centers starting in 2027. Although Meta currently uses Nvidia chips, the company might start renting TPUs from Google Cloud as soon as 2026 to test the technology before a wider rollout, according to the report.

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Meta Google AI Chips Under Consideration

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Talks Timing and Deal Status

Meta’s Current AI Chip Use and Potential Shift

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