I=6
Meta plans to use Google’s AI chips from next year
- Meta is discussing using Google’s AI chips from 2027, The Information reported.
- Meta also plans to rent chips from Google’s cloud division next year.
- Google claims its TPUs are 15–30% faster than traditional CPUs and significantly more energy-efficient than Nvidia GPUs for AI workloads, especially inference tasks.
- Gemini 3 which has received glowing reviews was actually trained using Google’s TPUs.
Assessment
I think the announcement is good for AI chips pricing and diversification. That said, I won’t be surprised to see Nvidia investing in Meta’s data centers (theory) to tackle competition since that has been their strategy. In September after The Information reported OpenAI was close to using Google’s AI chips, Nvidia announced it would invest up to $100 billion in OpenAI’s data centers as part of a deal in which OpenAI would use Nvidia’s next-generation chips. Nvidia also announced this month that it would invest $10 billion in Anthropic, which has been using Amazon and Google Chips as part of a deal that would also see Anthropic deploy Nvidia chips.
The report could also signal closer partnership between Google and Meta and could collaborate earlier reports that Meta plans to temporarily use Google’s Gemini to improve its ad business.