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Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia RivalryExclusive

Google Strikes Multibillion-Dollar AI Chip Deal With Meta, Sharpening Nvidia Rivalry

Meta Platforms has signed a deal to rent Google’s AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks. The multi-year deal is worth billions of dollars, said a person who was briefed about it. Meta has also been talking to Google about buying TPUs for its data centers as soon as next year, though the status of that discussion couldn’t be learned. The deal is a victory for Google, giving it another brand-name customer that...

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Community Commentary

Jordan GushurstPresident And Owner
on… SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms
I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.
Yelena AmbartsumianFounding AttorneyAMBART LAW pllc
on… Crypto Is Getting Bashed in Markets and Washington
The stablecoin fight is a proxy battle over who gets to be the next deposit‑taker in the U.S. financial system. The irony, however, is that, at the end of the day, crypto currencies are just not easy or practical to for everyday use. We've had a decade + of Bitcoin and other cryptocurrencies (ETH), where real-world experience has failed to catch up with the hype.
Derek Lomas
on… Silicon Valley CEOs Find New Ethos From AI Tools: I’ll Do It Myself
That tracks 100%. Last year it was like “wow, I can send a functional prototype instead of a spec!
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