Meta and Google could be about to sign a mega AI chip deal - and it could change everything in the tech space

• Meta explores new hardware paths while cloud suppliers race to secure capacity
• Google positions its TPUs as a credible option for large deployments
• Data-center operators face rising component costs across multiple hardware categories

Meta is reported to be in advanced discussions to secure large quantities of Google’s custom AI hardware for future development work.

The negotiations revolve around renting Google Cloud Tensor Processing Units (TPUs) during 2026 and transitioning to direct purchases in 2027.

This is a shift for both companies, as Google has historically limited its TPUs to internal workloads while Meta has relied on a wide mix of CPUs and GPUs sourced from multiple vendors.