Meta Platforms has signed a deal to rentGoogle’s AI chips, known as tensor processing units, to develop new AI models, ...

Meta commits to millions of Blackwell and Rubin GPUs in a multiyear deal, easing Google TPU fears while Arista Networks drops 3.2% after-hours.

Nvidia's internal code commits have tripled since it mobilized 100% of its engineers with AI-assisted programming tools. Cursor, an IDE made by Anysphere, now enables over 30,000 developers at the ...

Shares of Nvidia fell 3% after a report that Meta, one of Nvidia's key customers, could strike a deal with Google to use its tensor processing units for its data centers. Nvidia responded in a ...

Alphabet’s Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world’s most widely used AI software framework, in a move aimed at weakening ...

The venture capital arms of Nvidia and Google have backed Swedish startup Lovable in a $330 million Series B round that values the vibe coding platform at $6.6 billion. The investment triples ...

Last week, The Information reported that Meta is in talks to buy billions of dollars’ worth of Google’s A.I. chips starting in 2027. The report sent Nvidia’s stock sliding as investors worried the ...

Meta is in talks to shift part of its AI infrastructure to Google-made chips, instead of ones made by Nvidia, in a deal worth billions of dollars that could permanently upend the world of tech.

Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily’s newsletter. The market is acting like Google is coming for Nvidia. Alphabet’s ...