Xiao Huang: Google has always used TPUs internally. Why are they now selling them to Meta? What strategic change does this represent?
DOORM: Google is breaking its long-standing internal-use-only policy, planning to lease TPU computing power via Google Cloud starting in 2026 and deploying TPUs in Meta’s data centers from 2027. This marks Google’s transformation into a general-purpose computing power supplier for the market, seeking new growth opportunities.
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