Google, Meta Tie Up Multibillion-Dollar TPU Pact to Challenge Nvidia
TL;DR Summary
Google has signed a multiyear, multibillion-dollar deal to rent its Tensor Processing Units (TPUs) to Meta for AI model development, signaling a push to scale TPU-based infrastructure and potentially threaten Nvidia's dominance; Meta is also discussing buying TPUs next year, while Google pursues investment-firm–backed joint ventures to lease TPUs to other customers.
- Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry The Information
- Meta signs multi-billion-dollar deal to rent Google AI chips, The Information reports Reuters
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- Meta has also been talking to Google about buying TPUs for its data centers as soon as next year - The Information marketscreener.com
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