Meta Platforms and Google regarding the potential use and rental of Google's tensor processing units (TPUs), chips specifically designed for artificial intelligence (AI) workloads. This reported agreement involves Meta potentially spending billions on these chips for its data centers starting in 2027, as well as an earlier option to rent them from Google Cloud. This strategic move represents a major change for Google, which currently reserves TPUs for its own data centers, and positions the company as a direct and serious competitor to Nvidia, the current semiconductor industry leader.