Core Viewpoint - Nvidia shares declined by 2.5% following reports that Meta is considering using Google's tensor processing units (TPUs) in its data centers by 2027, which could impact Nvidia's market position [1] Group 1: Company Developments - Meta is exploring the use of Google's TPUs, potentially renting them from Google's cloud unit next year [1] - If Meta adopts TPUs, it would represent a significant win for Google and validate the effectiveness of its technology [2] Group 2: Technology Insights - Google's TPUs were first launched in 2018, initially for internal use, and have since evolved to handle artificial intelligence workloads [2] - The customization of TPUs provides Google with a competitive edge, allowing it to offer highly efficient AI solutions [2]
Nvidia shares fall on report Meta will use Google AI chips