Flash | 25 Nov 2025 09:39:29 ET │ 10 pages NVIDIA Corp (NVDA.O) Updated Thoughts on TPU Competition CITI'S TAKE Bloomberg reported today that Meta is in talks to use Google's TPU chips in 2027 following prior news that Meta might use Google's GCP cloud services next year (see our note from early September). We believe Custom AI accelerators, including the Google TPU and Amazon Trainium, continue to scale as these platforms increasingly support both internal AI workloads and external customers. Custom XPU ex ...