Core Insights - Google, under parent company Alphabet, is reportedly in discussions to sell its Tensor AI chips to Meta Platforms, marking a significant move in its competition with Nvidia [1] - The collaboration with Meta and others could expand Google's market presence in the AI chip sector, traditionally dominated by Nvidia and AMD [1] Company Developments - Google's Tensor AI chips have primarily been utilized within its own data centers, indicating a shift in strategy by potentially offering these chips to external companies [1] - The news has positively impacted Google's stock and its AI chip partner Broadcom, while negatively affecting Nvidia and AMD stocks [1] Market Reactions - Following the news, Broadcom's stock surged by 11%, reflecting investor optimism about the potential partnership and its implications for the AI chip market [1] - In contrast, Nvidia and AMD experienced declines in their stock prices, highlighting the competitive pressures arising from Google's strategic move [1]