Google in Advanced Talks for Nvidia AI Servers Lease

Google is reportedly in advanced discussions to rent Nvidia's latest Blackwell AI chips from CoreWeave, a rapidly growing cloud provider. This move underscores Google's urgent need to secure sufficient Nvidia chips to meet the surging demand from its customers.

Exploring Alternatives Amid Supply Constraints

In recent weeks, Google executives have reached out to CoreWeave's competitors in search of additional GPUs, highlighting the current supply constraints in the market. This strategic pivot reflects the challenges tech giants face in securing the necessary hardware for AI and machine learning workloads.

Potential Data Center Collaboration

Furthermore, Google and CoreWeave are considering a separate agreement where Google would lease space in CoreWeave's data centers to host its own Tensor Processing Units. This potential collaboration suggests a shortage of internal data center capacity at Google, pointing to the broader industry's struggle to keep up with the exponential growth in AI-related computing needs.

Both Google and CoreWeave have opted not to comment on the ongoing discussions.