谷歌拟向Meta直接销售TPU 英伟达市场或遭进一步蚕食_老虎社区_美港股上老虎

谷歌拟向Meta直接销售TPU 英伟达市场或遭进一步蚕食

格隆汇2025-11-25

据外媒，谷歌母公司Alphabet正与Meta等公司洽谈，拟向其开放自研Tensor AI芯片使用权，进一步拓展与英伟达的竞争格局。受此消息影响，谷歌及其AI芯片合作伙伴博通盘后上涨，英伟达与AMD股价则应声下跌。谷歌传统上仅将自研的TPU部署于自有数据中心并向客户出租算力。但美国科技媒体The Information在当地时间周一晚间报道称，谷歌现计划直接向客户销售TPU芯片供其部署于自有...

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