According to reports from The Information, Meta is in discussions with Google to utilize Google's Tensor Processing Units (TPUs) within its data centers. This potential partnership would mark a significant collaboration between two tech giants that typically compete in the advertising and AI sectors. The talks suggest Meta is exploring options to diversify its hardware infrastructure for AI workloads, potentially reducing reliance on Nvidia's GPUs or supplementing its own custom silicon efforts. Integrating Google's TPUs could offer Meta alternative high-performance computing resources essential for training and running large AI models. If finalized, this agreement could have broader implications for the AI hardware market, signaling a shift towards more cross-company infrastructure sharing among hyperscalers. The news directly impacts both $META and $GOOGL stock narratives.