Meta与谷歌达成数十亿美元AI芯片合作将租用谷歌云自研的TPU

极客网02-28

2 月 27 日消息，据《The Information》援引匿名消息人士报道，Meta 已与谷歌达成一项价值数十亿美元的合作协议，将租用谷歌云自研的张量处理单元（TPU），用于训练和运行其下一代大语言模型。这一合作不仅是 Meta 推动 AI 硬件供应链多元化的重要举措，也成为谷歌向 AI 芯片市场霸主英伟达发起挑战的关键一步。当下，全球科技巨头正为 AI 算力基础设施投入巨额资金，Meta ...

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chip cooperation to rent Google Cloud's self-developed TPU","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USJW.SI":0.6,"GGLS":0.6,"GOOW":0.6,"GOOX":0.6,"GOOGL":1.94,"GOOP":0.6,"GOOY":0.6,"GOOG":0.9,"GOU":0.6,"GGLL":0.6,"META":1.97},"content_text":"2 月 27 日消息，据《The Information》援引匿名消息人士报道，Meta 已与谷歌达成一项价值数十亿美元的合作协议，将租用谷歌云自研的张量处理单元（TPU），用于训练和运行其下一代大语言模型。这一合作不仅是 Meta 推动 AI 硬件供应链多元化的重要举措，也成为谷歌向 AI 芯片市场霸主英伟达发起挑战的关键一步。当下，全球科技巨头正为 AI 算力基础设施投入巨额资金，Meta 便是其中之一，而谷歌则看准这一市场机遇，将自研 TPU 作为云业务的核心增长引擎。目前 AI 芯片市场仍由英伟达 GPU 主导，全球绝大多数 AI 应用均基于其产品搭建，而谷歌 TPU 凭借高性价比成为颇具吸引力的替代选择，尤其在大模型训练和推理场景中优势显著。极客网此前报道，谷歌在 2025 年 11 月推出了最新一代 Ironwood TPU，这款旗舰产品拥有极强的算力和扩展能力：单服务器集群可部署多达 9216 颗 Ironwood TPU，通过高速互连技术实现 9.6 太比特 / 秒的带宽，还能对接 1.77 拍字节的共享高带宽内存（HBM）。据谷歌官方数据，该款 TPU 的 FP8 精度百亿亿次浮点运算能力是最接近竞争对手的 118 倍，相比上一代 Trillium TPU，训练和推理性能提升 4 倍。对 Meta 而言，与谷歌的合作是其摆脱对英伟达单一依赖的重要布局。作为英伟达的核心大客户，Meta 本月初刚宣布将在英伟达新一代 Vera Rubin GPU 今年下半年量产后，采购数百万颗该产品，而这款 GPU 目前已完成样品交付，进入量产筹备阶段。但 Meta 显然不愿将算力命脉系于单一供应商，本周早些时候，其还与英伟达的主要竞争对手 AMD 达成了数十亿美元的 AI 芯片采购协议，将购入包括最新 Instinct MI400 系列在内的多款产品。此外，Meta 还获得了认购 AMD 10% 股份的期权，若双方合作达到预定性能目标，该期权将正式生效。分析认为，Meta 的供应链多元化布局有着明确的商业逻辑，因为不同类型的 AI 处理器各有优劣，可针对不同的 AI 工作负载实现最优搭配；同时，通过引入多家芯片供应商的竞争，Meta 能在算力基础设施建设中争取更优惠的价格，进一步降低 AI 研发成本。而谷歌则希望借助此次合作，打破英伟达在 AI 芯片市场的垄断格局。此前，谷歌 TPU 仅通过谷歌云平台以租用形式向客户开放，如今其计划改变商业模式，直接向客户销售芯片，让企业可在自有私有数据中心部署。谷歌预计，这一策略有望在未来几年抢占英伟达数据中心业务 10% 的营收份额。据悉，Meta 目前还在与谷歌洽谈另一项独立合作，计划为自有数据中心采购数百万颗 TPU，不过双方目前尚未达成最终协议。值得关注的是，此次与谷歌的合作，也让外界对 Meta 的自研芯片计划产生更多关注。Meta 的自研训练和推理加速器（MTIA）芯片上一次更新是在 2024 年，其原本计划与台积电合作开发新一代产品，并于 2026 年推出，这款芯片针对初代产品薄弱的 AI 模型训练能力进行了优化，但据悉因遭遇技术难题，量产计划已被迫推迟。事实上，Meta 的自研芯片之路本就波折不断，其先后放弃了 Iris、Olympus 两款自研训练芯片的研发，核心原因在于芯片软件稳定性不足、设计复杂难以规模化生产，在与 OpenAI、谷歌的大模型竞争中，自研芯片的风险让其选择暂时转向外部采购。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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Meta与谷歌达成数十亿美元AI芯片合作 将租用谷歌云自研的TPU

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Meta与谷歌达成数十亿美元AI芯片合作将租用谷歌云自研的TPU