Meta to Rent Google TPUs 2026, Boosts Alphabet, Nvidia Slides
Meta Platforms is in advanced talks to integrate Google TPUs into its AI hardware supply. It may rent Google TPUs as early as 2026 and fully deploy them in 2027. The move aims to diversify Meta’s AI chip supply beyond Nvidia GPUs. The news lifted Alphabet shares by about 4% in premarket trading and extended its rally toward a $4 trillion market cap. Conversely, Nvidia stock slid roughly 3% on concerns of reduced GPU demand. Hardware suppliers linked to Google’s TPU ecosystem also saw gains. Crypto traders should note that shifts in GPU demand could affect mining hardware costs, though there is no direct impact on digital asset prices.
Neutral
The deal signals a shift in AI hardware sourcing, moving Meta away from Nvidia GPUs. While it caused notable stock moves for Alphabet and Nvidia, it does not involve any cryptocurrency directly. Crypto traders should watch GPU demand trends for potential mining hardware cost changes, but digital asset prices are unlikely to react in the short term.