On November 25th, according to reports from foreign media, social media behemoth Meta Platforms is currently engaged in negotiations with Google to acquire its artificial intelligence (AI) chips. In the wake of this news, Alphabet, Google's parent company, witnessed a surge in its pre-market stock price, whereas Nvidia's shares experienced a decline. Meta is poised to allocate billions of dollars to procure Google's TPU chips for its data center infrastructure and may commence leasing TPU computing power from Google Cloud as early as the coming year. This strategic maneuver could potentially result in Nvidia losing a significant client and challenge its hegemony in the AI chip industry. Moreover, Google's Gemini AI tool has recently garnered favorable feedback, bolstering Google's standing in the market. Consequently, this has led to a dip in the stock price of SoftBank, a prominent investor in OpenAI, a competitor of Gemini, on the Tokyo Stock Exchange.
