TechFlow news, November 25 — According to Jinshi Data, Alphabet (GOOG.O), Google's parent company, is in talks with Meta (META.O) and other firms to open access to its self-developed Tensor AI chips, further expanding the competitive landscape against NVIDIA (NVDA.O). Following this news, Google and its AI chip partner Broadcom rose in after-hours trading, while shares of NVIDIA and AMD declined. Traditionally, Google has only deployed its proprietary TPUs within its own data centers, offering computing power to customers via rental. However, U.S. tech publication The Information reported on Monday evening local time that Google now plans to directly sell TPU chips to customers for deployment in their private data centers. Meta is considering purchasing several billion dollars' worth of Google TPU chips starting in 2027 for use in its data centers, and intends to begin leasing TPU computing power from Google Cloud as early as 2026. Currently, Meta's AI operations primarily rely on NVIDIA GPUs. This development represents a potentially massive new market for Google and Broadcom, which jointly designed the Tensor chips, while simultaneously posing significant competitive pressure on NVIDIA and AMD, possibly impacting their sales volumes and pricing power.
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