随着META考虑使用谷歌芯片，NVIDIA预计将损失1800亿美元 《The

随着META考虑使用谷歌芯片，NVIDIA预计将损失1800亿美元 《The Information》报道，Meta正在评估谷歌的AI芯片（TPUs）用于其数据中心，这一评估将从2027年开始，并且明年可能会通过Google Cloud租用这些芯片。 这一消息传出后，英伟达股价在盘前交易中下跌4.1%，导致其市值预计将损失约1800亿美元。Alphabet股价上涨4%，估值接近4万亿美元。 与Meta达成交易将对谷歌的AI芯片战略产生重大推动作用，并且是一次罕见的与Nvidia分道扬镳的举动。博通公司的股价也上涨，这得益于更广泛的AI基础设施发展势头。 NVIDIA SET TO LOSE $180B AS META CONSIDERS GOOGLE CHIPS Meta is evaluating Google’s AI chips (TPUs) for its data centers starting in 2027 and may rent them through Google Cloud next year, The Information reports. Nvidia shares fell 4.1% premarket on the news, putting it on track to lose about $180 billion in market value. Alphabet stock jumped 4%, nearing a $4 trillion valuation. A deal with Meta would be a major boost for Google’s AI chip strategy and a rare shift away from Nvidia. Broadcom shares also rose, benefiting from broader AI infrastructure momentum.