Google’s AI Chip Deal With Meta Signals A Seismic Industry Shift
The rapidly shifting dynamics of the artificial intelligence hardware market witnessed a major jolt after reports emerged that Google is actively negotiating with Meta to sell or license its Tensor Processing Units (TPUs) for deployment in Meta’s own data centers. While Google’s TPUs have existed for several generations, their use has historically been restricted to Google’s internal infrastructure and cloud customers renting compute capacity. The possibility of TPUs being sold as standalone chips—directly competing with Nvidia and AMD hardware—signals a dramatic new phase in the global AI hardware power struggle. At first glance, the news appears to be a simple … Read more
