Nvidia-Google AI chip rivalry escalates on report of Meta talks

South China Morning Post - Nov 26, 2025

Meta Platforms is in talks to spend billions on Google’s AI chips, according to a report by The Information, adding to a months-long share rally as the search giant has made the case it can rival Nvidia as a leader in artificial intelligence technology. A deal would signal growing momentum for Google’s chips and long-term potential to challenge Nvidia’s market dominance, after the company earlier agreed to supply up to 1 million chips to Anthropic. Google owner Alphabet is on track to hit a US$4...

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