Google in Advanced Talks to Rent Nvidia AI Servers From CoreWeave

Google campus photo by Getty. Art by Mike Sullivan.

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Google is in advanced talks to rent state-of-the-art Nvidia Blackwell chips for running artificial intelligence from CoreWeave, an upstart cloud provider, according to two people briefed about the situation.

The potential deal shows how major Nvidia customers like Google are struggling to get enough of its chips to meet rising demand from their own customers. It also shows how CoreWeave’s special relationship with Nvidia and its ability to move quickly in setting up AI-focused data centers is attracting business from large cloud providers and major AI developers like OpenAI and Meta Platforms.