Google vs Nvidia AI showdown: ‘We’re a generation ahead,’ says Nvidia after possible Meta- Google chip deal
Nvidia’s stock dropped on Tuesday after a report by The Information said that Meta is thinking about switching to chips designed by Google. Nvidia’s shares slid by up to 7% before improving slightly and ending the day about 4.3% lower. Alphabet, Google’s parent company, rose 4.2% after jumping more than 6% on Monday.
According to the report, Meta is looking at using Google’s tensor processing units (TPUs) in its data centers starting in 2027. The report also said that Meta might rent TPUs from Google’s cloud service as early as next year.
