Meta is in talks to use Google’s chips in challenge to Nvidia

A deal to use Google’s TPUs for Meta’s AI models could be worth billions and eat into Nvidia’s dominant market share.

Billion-dollar AI chip deal between Google and Meta could be on the cards — would involve renting Google Cloud TPUs next year, outright purchases in 2027

Rumors of a deal brewing between Google and Meta could be worth billions. The social-media giant is said to be keen to rent ...
Opinion

Neural Dispatch: The AI maths is broken, and a bubble that many pretend to not see, is deflating

And that is enough to warrant a temporary departure from the standard Neural Dispatch format, for this week. On November 20, Nvidia reported number for the third quarter fiscal 2026. Record revenue of ...

Nvidia's stock drops on Google fears. Are investors missing the point?

Alphabet's perceived "AI comeback" with its TPUs and improved Gemini AI models has led some investors to be "petrified that Alphabet will win the AI war," Melius analyst Ben Reitzes said in a Monday ...