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.

Nvidia: Potential Meta TPU Deal Is Alphabet's Gain, But Not Nvidia's Loss

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.

Step Aside Nvidia. Google is Coming.

Alphabet Inc. built a structural edge through TPUs and end-to-end AI integration, cutting costs and widening margins across the AI cycle. has emerged as a leader in AI, driven by Gemini 3 and proprietary TPUs, defying earlier market skepticism. GOOGL's vertical integration—owning the model, hardware, and distribution—positions it to reduce reliance on Nvidia and improve AI monetization. A new price target of $345 is set, justified by visible technological advantage, end-to-end AI integration, and strong user engagement.

Alphabet: TPU Vs. GPU And The Race To $4 Trillion

Google is reportedly talking with Meta Platforms about deploying its TPUs. This would mark a change in strategy for Google after keeping its AI chips to itself.

Google's TPUs Create Another Risk for Nvidia Stock

Major U.S. indexes had their third straight winning session on Tuesday, erasing earlier intraday losses. Meta is reportedly looking to use Google AI chips in its data centers.

CNBC Daily Open: Nvidia's crown looks increasingly uneasy on its head

Investors are chasing "the flavor of the week" when it comes to the AI trade, Jefferies senior analyst Brent Thill tells Yahoo Finance. Thill highlights Wall Street's enthusiasm with Alphabet (GOOG, GOOGL), while Meta (META) and Oracle (ORCL) fall out of favor.

Google posted record highs, but 'Meta is a way better buy,' analyst says

Meta Platforms could be poised to buy AI processors form Alphabet. Purchasing Alphabet's processors could help Meta diversify away from Nvidia.

Meta Is Reportedly Exploring a Massive AI Chip Deal. Is This Good News for Its Stock?

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

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

Alphabet Inc. is disrupting the AI chip market with its custom TPUs, challenging Nvidia's dominance and reshaping industry dynamics. GOOGL's TPUs offer superior performance-per-dollar, attracting major clients like Meta Platforms and Anthropic, and threatening up to 10% of NVDA's annual revenue. NVDA retains strengths in its CUDA ecosystem and flexible GPUs, but faces margin pressure as TPUs gain traction for cost-sensitive AI inference workloads.

Google Vs. Nvidia: Trillions Of Dollars At Play

Yahoo Finance tech editor Dan Howley discusses the competition between Google and Nvidia as the AI race intensifies. Also, Dan explains the difference between Google's TPUs (Tensor Processing Units) and Nvidia's GPU (Graphics Processing Units) chips.

AI competition heats up between Google and Nvidia: Here's how their AI chips differ

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.

Meta's AI conundrum: Here's what to know

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.

Alphabet's threat to Nvidia as Meta reportedly considers Google AI chips

Meta Platform is reportedly signing up to buy new AI chips from Alphabet. Meta is one of Nvidia's biggest customers, and investors are selling out of the AI hardware leader's stock in response to the news.

Nvidia Stock Drops on Rumored Google–Meta Chip Deal. Should Investors Be Worried?

Nvidia tried to tamp down fears of Google coming for its chip business. A report of Google talking with Meta about chips for its data center sent Nvidia shares falling.

Nvidia says it's 'delighted by Google's success' — but 'Nvidia is a generation ahead of the industry'

US markets delivered a mixed but telling performance on Tuesday, with the S&P 500 up 0.6%, the Nasdaq Composite climbing 0.3%, and the Dow Jones Industrial Average rising 1.18%. Behind those gains lies a seismic sector rotation.

US midday market brief: Nvidia weakness, Alphabet strength; what this rotation means for Q4

American technology giant Nvidia (NASDAQ: NVDA) has addressed market concerns following reports that Meta Platforms  (NASDAQ: META) is exploring the use of Google's tensor-processing units for its AI workloads.

Nvidia responds after Meta opts for Google chips; What's next for NVDA stock?

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.

Nvidia stock slumps on Google's AI chip growth news, how to prepare your portfolio for December

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.

Nvidia fell on reports Meta may tap Google for AI chips - why investors may be overreacting.

CNBC's Deirdre Bosa joins 'Squawk on the Street' to report on Meta as the social media giant is exploring the use of Google AI chips.

Meta reportedly in talks to use Google's AI Chips

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.

Meta stock soars 3%: why Nvidia's collapse is META's biggest opportunity

Alphabet (GOOGL) is close to joining Apple (AAPL) and Nvidia (NVDA) to having $4 trillion in market cap. Marley Kayden explains how Gemini 3.0 and deals with Meta Platforms (META) and NATO boosted Alphabet's already impressive run.

GOOGL Eyes $4T Club: META's TPU Deal Adds Bullish Momentum

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.

Meta in talks to use Google's AI chips in data centers, Nvidia stock falls

Meta is reported to be in talks to spend billions on Google's AI chips in data centers in 2027 and may also rent chips from Google's cloud division next year. Tom Mackenzie reports on Bloomberg Television.

Alphabet, Meta Reportedly in Talks on Google AI Chips

Meta reportedly in talks to buy AI chips from Google, Best Buy earnings beat Wall Street expectations Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest market news for November 25, 2025. According to a report in The Information, Meta is reportedly in talks to spend billions on purchasing Google AI chips.

Meta reportedly in talks to buy AI chips from Google, Best Buy earnings beat Wall Street estimates

US stock futures were in the red but losses were being pared as Tuesday's opening bell neared, ahead of a new round of economic releases as the market catches up on data missed during the federal government lockdown.  Futures for the tech-heavy Nasdaq were down 0.2%, with the S&P 500 and Dow Jones futures only just below flat.

Nasdaq called lower as Nvidia set to slip after Meta-Google chip deal

The Information reported that Meta is considering using Google's tensor processing units (TPUs) in its data centers in 2027. Shares of Nvidia were 2.5% lower in premarket trade.

Nvidia shares fall on report Meta will use Google AI chips

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.

Meta in talks to spend billions on Google's chips, The Information reports

Meta reportedly is considering using Alphabet's custom chips for its data centers. Nvidia and AMD shares are falling on the prospect of more formidable competition.

Alphabet's stock rises as possible Meta chip deal highlights new twist in the AI trade

Google is in talks with Meta and others to let them use its Tensor AI chips. Google and partner Broadcom rose late.

Google In Talks To Offer Its AI Chips To Meta; Nvidia, AMD Fall

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.

Meta Google AI chips talks could shift data-center procurement and prompted Nvidia share weakness while pushing traders to reweight AI-compute exposure.

Meta Google AI Chips Under Consideration

OpenAI funding closed at $122B with Amazon, Nvidia and SoftBank backing, prompting IPO speculation and trader focus on capital allocation and cash burn.

OpenAI Funding Tops $122B; Valuation $852B

Nike Q3 earnings showed an EPS beat but net income and margins fell and China sales weakened, pushing investors to weigh margin recovery and cash flow.

Nike Q3 Earnings Show Mixed Results

Berkshire Hathaway buybacks resumed in March 2026 with Warren Buffett's approval, signaling renewed buyback flow and capital-allocation trade for traders.

Berkshire Hathaway Buybacks Resume With Buffett's Backing

Whoop funding raised $575 million to accelerate global expansion and R&D and to ready the company toward IPO as investors watch membership and bookings.

Whoop Funding Boosts IPO Prospect

Allbirds sale to American Exchange Group values the brand at $39 million and reframes equity value as shares jumped in after-hours trading.

Allbirds Sale to American Exchange Group

Oracle layoffs signal cost cutting to redirect capital toward AI and data-center projects and shift investor focus to financing and operational risk.

Meta Google AI Chips Under Consideration

KEY TAKEAWAYS

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Talks Timing and Deal Status

Meta’s Current AI Chip Use and Potential Shift

Related Articles

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Read other top news stories