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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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 Google AI Chips Under Consideration

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Meta’s Current AI Chip Use and Potential Shift

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