Google可能向Meta提供AI芯片, 挑战Nvidia和AMD的支配地位。 Google may supply AI chips to Meta, challenging Nvidia and AMD's dominance.

据报告,Google正在讨论向Meta提供其定制的AI芯片,这一举动可能挑战Nvidia和AMD在AI硬件市场上的支配地位。 Google is reportedly in discussions to supply its custom AI chips to Meta, a move that could challenge Nvidia and AMD's dominance in the AI hardware market. 潜在交易标志着一项重大转变,因为Meta考虑使其芯片来源多样化,超出目前的供应商。 The potential deal marks a significant shift as Meta considers diversifying its chip sources beyond current suppliers. Nvidia和AMD股份在新闻报道后下降,反映出投资者对竞争加剧的关切。 Shares of Nvidia and AMD declined following the news, reflecting investor concerns over increased competition. 会谈仍在进行中,尚未最后确定任何协议。 The talks are still ongoing, and no agreement has been finalized.