Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press convention through the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea.
Woohae Cho | Getty Photos Information | Getty Photos
Nvidia shares fell on Tuesday after The Info reported that Meta is contemplating utilizing chips designed by Google.
Shares of Nvidia have been 3.6% decrease in premarket commerce. Google-parent Alphabet was buying and selling 2.6% greater.
On Monday, The Info reported that Meta is contemplating utilizing Google’s tensor processing models (TPUs) in its information facilities in 2027. Meta can also hire TPUs from Google’s cloud unit subsequent yr, the publication reported.
Google launched its first-generation TPU in 2018 and it was initially designed for its personal inner use for its cloud computing enterprise. Since then, Google has launched extra superior variations of its chip which are designed to deal with synthetic intelligence workloads.
TPUs are a custom-made chip and consultants say this provides Google a bonus over rivals as it may well supply prospects a extremely environment friendly product for AI.
If Meta makes use of the TPUs, it might be huge win for Google and potential validation of the expertise.
Nvidia stays the market chief with its graphics processing models (GPUs) which have turn out to be the primary piece of {hardware} underpinning the large AI infrastructure buildout. Whereas Nvidia’s dominance is unlikely to be dislodged within the close to time period, Google’s TPUs add additional competitors into the AI semiconductor market.
Corporations constructing AI infrastructure have been trying to find a extra diversified provide of chips to scale back reliance on Nvidia.
Meta is among the many largest spenders on AI infrastructure, with the corporate projecting its capital expenditure to face between $70 billion to $72 billion this yr.