Meta Platforms (NASDAQ:META) has had discussions with Google (NASDAQ:GOOG) (NASDAQ:GOOGL) about using the latter’s Gemini artificial intelligence models to boost the former’s ad targeting, The Information reported.
Meta shares fell 0.5% in post-market trading after the news, while Google shares rose 1%.
The conversations between the two companies, which compete in digital advertising, has been amongst certain staffers at Meta and employees at Google Cloud, the news outlet added, citing people with knowledge of the conversations. The talks have progressed and are the latest sign that Meta’s own AI models are behind its competitors, which have prompted the Mark Zuckerberg-led company to at least discuss using technology from competitors.
Some of Meta’s employees have posited tweaking Google’s Gemini and Gemma models using Meta’s ad data, a person told the news outlet. Another person told the news outlet that Meta is figuring out whether to use Gemini models to understand the content.
It was reported last month that Meta had signed a major six-year cloud computing deal with Google Cloud, valued at more than $10B.
Meta and Google did not immediately respond to a request for comment from Seeking Alpha.