oogle isn’t only making OpenAI nervous.

The search giant is reportedly in talks with Meta on a deal worth billions to supply the social media firm with Google’s Tensor Processing Units, or TPUs, for its data centers in 2027, as well as rent chips from Google Cloud, The Information reported.

The news follows the banner release of Google’s Gemini 3, its latest state-of-the-art model that outperforms both its previous models and competitors. Gemini 3 was entirely trained on Google’s TPUs, designed in partnership with Broadcom. A Google spokesperson told CNBC that the company has seen accelerated demand for both its TPUs and Nvidia’s chips. “We are committed to supporting both, as we have for years.”

Google’s progress in the chip space might be making Nvidia antsy. On Tuesday, the company said in an X post that, while it’s "delighted” by Google’s success, its chips are “a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”

As it is, no other firm truly rivals Nvidia. The firm is the most valuable company in the world by market cap, and holds as much as 95% of the market share for AI chips, leaving competitors like AMD and Intel in the dust.

But Google isn’t the only company seeking to increase its chip self-reliance: OpenAI has long been working on developing its own GPUs, partnering with Broadcom to do so. Amazon offers its own line of custom chips for training and inference, and is injecting its hardware into government operations alongside a $50 billion investment.

While Nvidia’s position is safe in the short term, this rise has started “to challenge Nvidia's reign through their own respective vertical integration capabilities,” Yaz Palanichamy, senior advisory analyst at Info-Tech Research Group, told The Deep View.