MetaがGoogleのTPUを数十億ドルでレンタル契約、NVIDIAのAIチップ支配に直接挑戦
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Metaは自社のAIモデルを訓練するため、GoogleのAIチップ（TPU）を数十億ドル規模でレンタルする契約を結んだ。この取引はNVIDIAのAIチップ市場における支配的地位への直接的な挑戦となる。
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Metaは自社のモデルをトレーニングするためにGoogleのAIチップを借用しており、この数十億ドル規模の取引は、Nvidiaの支配的地位に揺さぶりをかけるものです。
この記事「Meta、GoogleのTPUを数十億ドル規模でレンタル契約を締結——NvidiaのAIチップ支配に直接挑戦」はThe Decoderで最初に公開されました。
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Feb 27, 2026
Meta has signed a multi-year, multi-billion dollar contract with Google to rent its AI chips—Tensor Processing Units (TPUs)—for developing new AI models. That's according to The Information. Meta is also looking into buying TPUs outright for its own data centers starting next year.
The deal takes direct aim at Nvidia, which dominates the AI chip market and has been Meta's go-to GPU supplier for AI training. Just days earlier, Meta had announced plans to buy millions of GPUs from Nvidia and AMD. Internally, Google Cloud executives have set a goal of capturing up to ten percent of Nvidia's annual revenue—roughly $200 billion—through TPU sales. Google has also launched a joint venture with an investment firm to lease TPUs to other customers.
Here's where it gets complicated: Google itself is one of Nvidia's biggest customers, since cloud customers still expect access to GPU servers. So Google has to keep buying Nvidia's latest chips to stay competitive in the cloud market, while simultaneously trying to eat into Nvidia's market share with its own silicon. OpenAI reportedly managed to negotiate 30 percent lower prices from Nvidia simply because TPUs exist as an alternative.
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