You’re cheating on me? When I specifically asked you not too? -Michael Scott -Jensen’s word-for-word text to Zuck this morning, probably

Nvidia just took a 3% haircut this morning… and not because of a new Michael Burry newsletter writeup, but because Mark “Playa” Zuckerberg might be seeing other chips. Yes, folks… Meta is reportedly considering shacking up with Google’s TPUs starting in 2027.

According to reports, Zuck might rent Google’s TPUs as early as next year. Which means Google Cloud could soon be running a side hustle hosting Meta’s AI training sessions… the nerdiest possible version of Airbnb.

(Source: Bloomberg)

Alphabet stock popped 4%. Nvidia dropped 3.6%. Broadcom (Google’s TPU wingman) rose another 2% after rallying 11% yesterday. Basically, everyone is partying except Jensen, who’s staring at the wall like Michael Corleone realizing Fredo betrayed him.

You’d think Zuck would be loyal to Nvidia after promising to spend $70-$72 billion this year on AI infrastructure… but one watch of The Social Network would’ve told Jensen that loyalty isn’t Zuck’s best policy. Now he’s trying on Google TPUs like he’s Black Friday shopping in the mall.

And you can’t really blame him. The AI chip market makes the MLB trade deadline look calm. Every company is scrambling for hardware before Jensen starts rationing H100s like it’s 1930s breadlines. AI builders want “diversified chip supply,” which is billionaire speak for: “Please, dear God, give us something (anything) that isn’t backordered until 2028.”

Google’s TPUs are custom silicon, purpose-built for AI workloads, and according to experts (and definitely Google), they’re super efficient, super scalable, and super not-Nvidia. If Meta actually adopts them, that’s a massive W for Google. It also validates Google’s eternal belief that the best way to beat Nvidia… is to quietly become Nvidia.

Before you hop on Twitter to declare Jensen’s empire collapsing, relax… Nvidia isn’t going anywhere. The man could drop a half-baked keynote doodle and Wall Street would frame it like the Dead Sea Scrolls. GPUs keep the whole AI machine running, and the crown stays glued to Jensen’s head for the foreseeable future. 

But this little wobble showcases the new reality: Big Tech isn’t monogamous anymore. They’re chip-curious. Everyone’s experimenting. Everyone’s hedging. Everyone wants a second (or third) hardware supplier before AI compute becomes the new baby formula shortage. But things are definitely going to be awkward between Zuck and Jensen at the next billionaire karaoke party.

At the time of publishing this article, Stocks.News holds positions in Google and Meta as mentioned in the article.