Google TPU "already used by Anthropic" "Meta also may rent chips from Google’s cloud division next year"
Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks
What Bloomberg Intelligence Says
Meta’s likely use of Google’s TPUs, which are already used by Anthropic, shows third-party providers of large language models are likely to leverage Google as a secondary supplier of accelerator chips for inferencing in the near term. Meta’s capex of at least $100 billion for 2026 suggests it will spend at least $40-$50 billion on inferencing-chip capacity next year, we calculate. Consumption and backlog growth for Google Cloud might accelerate vs. other hyperscalers and neo-cloud peers due to demand from enterprise customers that want to consume TPUs and Gemini LLMs on Google Cloud.
After Google’s Anthropic deal was announced, Seaport analyst Jay Goldberg called it a “really powerful validation” for TPUs. “A lot of people were already thinking about it, and a lot more people are probably thinking about it now,” he said.
“Google Cloud is experiencing accelerating demand for both our custom TPUs and NVIDIA GPUs; we are committed to supporting both, as we have for years,” a spokesperson for Google said.
(Bloomberg) -- Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology.
A deal would signal growing momentum for Google’s chips and long-term potential to challenge Nvidia’s market dominance, after the company earlier agreed to supply up to 1 million chips to Anthropic PBC.
Google owner Alphabet Inc. is on track to hit a $4 trillion market valuation for the first time when trading opens in New York on Wednesday. Nvidia’s shares were down about 4% in premarket trading.
Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027, The Information reported, citing an unidentified person familiar with the talks. Meta also may rent chips from Google’s cloud division next year, the news outlet said.
PS
Chips for Cloud, Edge, Endpoint will be made regardless.
Company specific stuff meaningless.
EUV ramping quite nicely.
Village all in. |
