Meta Reportedly in Talks to Buy Billions in Google's AI Chips

Meta Platforms is reportedly in discussions to spend billions of dollars on purchasing AI chips from Google, according to a report by The Information. The talks, which remain unconfirmed by either company, would mark a notable shift in how major tech firms source specialized hardware for artificial intelligence workloads.

Details in the report are limited: it does not specify the exact dollar amount, the type of chips under consideration, or the structure of any potential deal. Industry observers say such an agreement could involve Google supplying accelerators or access to its custom-designed AI processors and supporting infrastructure. Meta has been investing heavily to build and scale on-premises and cloud-based capabilities to train large language and generative AI models, and a multi-billion-dollar purchase would reflect those priorities.

A procurement agreement with Google would also highlight increasing competition and collaboration dynamics among hyperscalers and cloud providers. Historically, companies like Meta have relied on hardware from firms such as NVIDIA and on their own server designs. Buying chips or chip-powered capacity from Google could help Meta diversify its supply chain and secure compute at scale during an era of rising AI compute demand.

Both companies have been expanding their AI road maps: Meta has scaled its AI research and production infrastructure, while Google has developed custom silicon to accelerate machine learning workloads in its data centers. Analysts say a transaction between the two would likely be driven by capacity needs, pricing considerations, and strategic choices about where to run model training and inference.

Representatives for Meta and Alphabet-owned Google did not comment on the report when contacted. The potential deal’s financial and operational details — including delivery timelines, contractual terms, and whether the chips would be integrated into Meta’s own data centers or accessed via Google Cloud — remain unclear.

If confirmed, a multi-billion-dollar arrangement could shift supplier relationships across the industry and underscore how access to purpose-built AI hardware is becoming central to competitive positioning. For now, investors and industry watchers will be parsing any further reporting and official statements to gauge the implications for Meta’s capital spending and Google’s cloud hardware strategy.