Meta Platforms (Facebook) Aktie News

Meta Platforms could be poised to buy AI processors form Alphabet. Purchasing Alphabet's processors could help Meta diversify away from Nvidia.

A deal to use Google's TPUs for Meta's AI models could be worth billions and eat into Nvidia's dominant market share.

Meta stock is up 5.7% so far in 2025 – lagging the S&P 500's 15.2% rise, according to Google Finance.

Meta stock (NASDAQ: META) jumped around 3% on Tuesday after reports emerged that it's negotiating a multibillion-dollar deal to rent and eventually purchase Google's Tensor Processing Units (TPUs) for its data centers. The company could start leasing TPU capacity from Google Cloud in 2026, with full deployment in company-owned data centers by 2027.

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) shares fell 4.5% on Tuesday amid investor worries over rising competition in the artificial intelligence (AI) chip market. Investors are weighing reports that Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is considering using Google's AI chips instead of Nvidia's, raising concerns about potential market share shifts in the fast-growing AI sector.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is in talks with Alphabet Inc (NASDAQ:GOOG)'s Google to spend billions of dollars on Google's custom AI chips called tensor processing units (TPUs) in its data centers starting in 2027, according to a report from The Information. Meta currently relies on Nvidia chips but may begin renting TPUs from Google Cloud as early as 2026 to test the te...

Technology giants, eager to win in AI, have invested billions of dollars in their platforms. This company has said that scaling products always takes time -- but this player has a track record of success.

9.55am: Uneven start as Nasdaq drops It's been an uneven start for Wall Street, with the Dow Jones and Russell 2000 opening higher, but the Nasdaq dropping 0.4% and the S&P 500 wallowing just below flat in early trading.  The blue-chip Dow climbed 0.3% and the domestically focused small-cap Russell 2000 rose 0.4%.