--- title: "Google and Meta reach billion-dollar AI chip agreement, intensifying competition with NVIDIA" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/277114839.md" description: "Google and Meta have reached a multi-billion dollar AI chip agreement, with Meta renting Google's AI chips to develop new models. This multi-year agreement is a win for Google, enhancing its TPU sales business, while posing a threat to NVIDIA, which currently dominates the AI chip market and provides GPUs to Meta. Google has also signed an agreement with a large investment institution to establish a joint venture to lease TPUs and is in talks with other investment institutions for further collaboration" datetime: "2026-02-26T23:30:51.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277114839.md) - [en](https://longbridge.com/en/news/277114839.md) - [zh-HK](https://longbridge.com/zh-HK/news/277114839.md) --- > 支持的语言: [English](https://longbridge.com/en/news/277114839.md) | [繁體中文](https://longbridge.com/zh-HK/news/277114839.md) # Google and Meta reach billion-dollar AI chip agreement, intensifying competition with NVIDIA According to a person involved in the negotiations, Meta Platforms has signed an agreement to lease Google's AI chips (Tensor Processing Units, TPUs) for the development of new AI models. Another informed source stated that this multi-year agreement is worth billions of dollars. Meta is also in talks with Google to procure TPUs for its data centers as early as next year, although the progress of these negotiations remains unclear. This agreement is a victory for Google, adding a well-known client and helping to build its billion-dollar TPU sales business. Meanwhile, this poses a threat to NVIDIA, which dominates the AI chip market and currently provides Meta with graphics processing units (GPUs) for AI training. According to individuals involved in the arrangements, in addition to partnering with Meta, Google has also signed an agreement with a large unnamed investment institution to establish a joint venture funded by the latter to lease TPUs to other clients. Google is in discussions with other investment institutions to promote the establishment of more such joint ventures ### 相关股票 - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [GraniteShares 2x Long META Daily ETF (FBL.US)](https://longbridge.com/zh-CN/quote/FBL.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [Direxion Daily Meta Bull 2x Shares (METU.US)](https://longbridge.com/zh-CN/quote/METU.US.md) - [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/zh-CN/quote/GGLL.US.md) - [Roundhill META WeeklyPay ETF (METW.US)](https://longbridge.com/zh-CN/quote/METW.US.md) - [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md) - [Meta Platforms (META.US)](https://longbridge.com/zh-CN/quote/META.US.md) - [Roundhill GOOGL WeeklyPay ETF (GOOW.US)](https://longbridge.com/zh-CN/quote/GOOW.US.md) - [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md) ## 相关资讯与研究 - [Meta Opens Manhattan Store As Capital Shifts From Metaverse To AI](https://longbridge.com/zh-CN/news/279834632.md) - [Meta is having trouble with rogue AI agents](https://longbridge.com/zh-CN/news/279688226.md) - [EU fails to extend rules on child abuse content detection by online platforms](https://longbridge.com/zh-CN/news/279310056.md) - [Judge rejects lawyers' preemptive fee bid in Google ad tech class action](https://longbridge.com/zh-CN/news/279973438.md) - [Meta Platforms Plans Mass Layoff To Help Offset A.I. Spending](https://longbridge.com/zh-CN/news/279265642.md)