$NVIDIA(NVDA.US) down -3.5% pre-mkt on reports that $Meta Platforms(META.US) is in talks to spend billions on Google’s new TPU (tensor processing units) AI chips in its data centers in 2027. An agreement would help establish TPUs as an alternative to Nvidia’s chips, the gold standard for big tech firms and startups from Meta to OpenAI that need computing power to develop and run artificial intelligence platforms.  Last month, $Alphabet - C(GOOG.US) (+4.2% pre-mkt) announced a deal to supply up to 1 million of its chips to Anthropic PBC, drawing attention to the potential for long-term challenges to Nvidia’s dominant market position.