Google chips threaten Nvidia: Stock drops $250B; claims 'we lead industry'

Nvidia, the AI chip giant, publicly defended its market dominance after reports surfaced of Meta Platforms considering billions in spending on Google's competing AI chips. This news sent Nvidia's stock down significantly, while Alphabet shares rose. Google's Tensor Processing Units (TPUs) are emerging as a serious challenger, with Meta potentially renting them from Google Cloud.

Google chips threaten Nvidia: Stock drops $250B; claims 'we lead industry'

times of india - 26/Nov 05:43

Nvidia, the AI chip giant, publicly defended its market dominance after reports surfaced of Meta Platforms considering billions in spending on...

Nvidia shares fall as report suggests Meta may shift to Google’s AI chips

wn.com - 25/Nov 13:13

Nvidia shares dropped on Tuesday after a report indicated that Meta Platforms is in talks to adopt Google-designed chips for its data-center...

Nvidia shares fall as report suggests Meta may shift to Google’s AI chips

wn.com - 25/Nov 13:13

Nvidia shares dropped on Tuesday after a report indicated that Meta Platforms is in talks to adopt Google-designed chips for its data-center...

Meta Turns to Google Chips in Blow to Nvidia’s AI Dominance

thedeepdive.ca - 25/Nov 16:14

Meta Platforms (Nasdaq: META) is negotiating a multibillion-dollar agreement to purchase Google‘s custom artificial intelligence chips for its data...

Google’s TPU momentum could create new winners across the AI supply chain: these stocks could benefit

wn.com - 28/Nov 16:16

The artificial intelligence hardware landscape is showing early signs of realignment, as analysts at Citrini Research point to growing traction for...

Google’s TPU momentum could create new winners across the AI supply chain: these stocks could benefit

wn.com - 28/Nov 16:16

The artificial intelligence hardware landscape is showing early signs of realignment, as analysts at Citrini Research point to growing traction for...

Nvidia plays down Google chip threat concerns

newsclickng.com - 27/Nov 08:40

Nvidia has claimed it is “a generation ahead” of rivals in the artificial intelligence (AI) industry amid growing suggestions a rival may emerge...

Nvidia plays down Google chip threat concerns

newsclickng.com - 27/Nov 08:40

Nvidia has claimed it is “a generation ahead” of rivals in the artificial intelligence (AI) industry amid growing suggestions a rival may emerge...

Meta said in talks to use Google Tensor AI chips in fresh headache for Nvidia

hindustantimes.com - 25/Nov 08:56

A Meta-Google deal would help establish Google Tensor as an alternative to Nvidia Blackwell—currently the gold standard to run AI compute and data...

Meta said in talks to use Google Tensor AI chips in fresh headache for Nvidia

hindustantimes.com - 25/Nov 08:56

A Meta-Google deal would help establish Google Tensor as an alternative to Nvidia Blackwell—currently the gold standard to run AI compute and data...

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Google chips threaten Nvidia: Stock drops $250B; claims 'we lead industry'

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Google chips threaten Nvidia: Stock drops $250B; claims 'we lead industry'

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