This article first appeared on GuruFocus.
Meta (NASDAQ:META) isn’t just leaning on one partner anymore to power its AI ambitions.
After already locking in major deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices, the company has now struck a multi billion dollar agreement with Alphabet to tap into its AI chips.
This time, it’s Google’s (NASDAQ:GOOG) TPUs specialized processors built specifically for AI workloads that Meta will start using to train and run its next wave of models.
For now, Meta plans to lease the chips. But it’s also reportedly considering buying them outright for its own data centers down the road.
Taken together, this signals something bigger. Instead of betting everything on a single chip supplier, Meta is building a flexible, layered AI infrastructure. Nvidia’s GPUs remain central. AMD (NASDAQ:AMD) is supplying massive compute capacity over the coming years. And now Google’s TPUs add another powerful option to the mix.
In short, Meta isn’t choosing sides in the AI chip race it’s trying to use them all.
