Zheng Quan Shi Bao·2025-11-25 15:38Core Insights - Meta is considering using Google's Tensor Processing Units (TPUs) in its data centers by 2027, potentially renting TPU capacity from Google Cloud next year [6] - The news has negatively impacted Nvidia's stock, which fell over 6.5%, while AMD's stock dropped over 9% [2][6] - Google's stock has seen an increase, rising over 6% on Monday and nearly 2% on Tuesday following the news [2] Group 1: Meta's Shift to Google TPUs - Meta's current AI computing power relies almost entirely on Nvidia GPUs to serve over 3 billion daily active users [6] - TPUs are specialized chips developed by Google for accelerating machine learning tasks, particularly those using TensorFlow [6] - If Meta adopts TPUs, it would represent a significant endorsement of Google's decade-long investment in TPU technology [7] Group 2: Market Dynamics and Competitors - Google aims to capture at least 10% of Nvidia's annual revenue, which amounts to several billion dollars, by promoting TPUs to enterprise clients [6] - AMD's latest MI355X chip shows competitive performance against Nvidia's offerings, but it still lags in software ecosystem and data transmission capabilities [8] - Despite the emergence of competitors like Google and AMD, Nvidia's GPU remains dominant due to its flexibility in handling diverse workloads [9]