Google and Meta join forces to weaken Nvidia's dominance in AI

Google's parent company Alphabet is collaborating with Meta to develop TorchTPU, aiming to make Google's TPU chips compatible with the PyTorch framework. This initiative seeks to reduce reliance on Nvidia's AI processors. Nvidia's shares fell 2% following the announcement. The project aims to enhance TPU adoption by offering native integration and may partially open-source the code. Meta may gain broader access to Google's TPUs, reducing its dependence on Nvidia GPUs. This is part of Google's strategy to democratize TPU use and strengthen its AI division.