Google is discussing a multi billion dollar agreement with Meta According to a report by Golden Finance, Google is discussing a multi billion dollar agreement with Meta to supply customized AI chips to Meta's data centers starting from 2027. If finalized, this will mark a significant shift in Google's strategy in the AI infrastructure market, according to sources cited by The Information. According to the discussed plan, Meta will deploy Google's TPU (Tensor Processor) to its own data center and lease Google Cloud's TPU computing power as early as next year. Previously, Google only provided TPU to external customers through its cloud platform. This plan to allow deployment on customers' premises is its first entry into the market as an alternative to NVIDIA. Affected by the news, as of press time, Google's stock price rose again by 2.95% before Tuesday's trading; Nvidia fell nearly 3.25%. Google is actively promoting its TPU to more potential enterprise customers, including high-frequency trading institutions and large financial enterprises, emphasizing that localized deployment helps meet security and compliance requirements. Meta's current AI computing power relies almost entirely on NVIDIA GPUs to provide model inference and generation services for its over 3 billion daily active users. Google Cloud executives believe that if TPU further opens up the market, Google is expected to take at least 10% of Nvidia's annual revenue of billions of dollars.