Ge Long Hui A P P·2025-11-25 00:18Core Viewpoint - Alphabet, Google's parent company, is negotiating with companies like Meta to open access to its self-developed Tensor AI chips, aiming to expand competition with Nvidia [1] Group 1: Company Developments - Google traditionally deployed its self-developed TPU chips in its own data centers and rented computing power to customers [1] - The company plans to sell TPU chips directly to customers for deployment in their own data centers [1] - Meta is considering purchasing Google TPU chips worth billions of dollars for its data centers starting in 2027, and plans to rent TPU computing power from Google Cloud as early as 2026 [1] Group 2: Market Impact - The news led to an increase in stock prices for Google and its AI chip partner Broadcom, while Nvidia and AMD saw declines [1] - The collaboration between Google and Broadcom on Tensor chip design indicates a significant emerging market opportunity [1] - This development poses substantial competitive pressure on Nvidia and AMD, potentially impacting their sales and pricing power [1]