Google in Talks to Rent AI Servers from CoreWeave

Google is reportedly in advanced discussions to rent Nvidia Blackwell chips from CoreWeave, according to The Information. The move highlights Google's efforts to secure additional AI processing power amid increasing demand for Nvidia's chips.

The talks with CoreWeave, a cloud provider known for its AI-focused data centers, underscore the challenges major Nvidia customers face in acquiring sufficient chip supplies. Google's interest in CoreWeave's services also reflects the latter's ability to quickly establish AI-centric infrastructure, attracting significant business from large cloud providers.

While specific details of the agreement remain undisclosed, it is noted that the potential deal is smaller than other major contracts CoreWeave has secured, such as Microsoft's $10 billion commitment. Google has also reached out to other GPU providers to further expand its AI capabilities.