Google is reportedly in advanced discussions to rent Nvidia's latest Blackwell AI chips from CoreWeave, a rising cloud provider, as reported by The Information on Wednesday, citing sources familiar with the matter.
According to the media, the move highlights Google's efforts to secure enough Nvidia chips amid growing demand from its customers. In recent weeks, Google executives have also approached CoreWeave's competitors in search of spare GPUs, signaling supply constraints. Additionally, Google and CoreWeave are exploring a separate agreement in which Google would lease space in CoreWeave's data centers to host its own Tensor Processing Units, suggesting a shortage of internal data center capacity.
Google and CoreWeave both declined to comment on the matter.
