Nvidia laminitis and CEO Jensen Huang looks connected arsenic US President Donald Trump speaks astatine the US-Saudi Investment Forum astatine the John F. Kennedy Center for the Performing Arts successful Washington, DC connected November 19, 2025.
Brendan Smialowski | Afp | Getty Images
Nvidia connected Tuesday said its tech remains a procreation up of the industry, successful effect to Wall Street's concerns that the company's dominance of AI infrastructure could beryllium threatened by Google's AI chips.
"We're delighted by Google's occurrence — they've made large advances successful AI and we proceed to proviso to Google," Nvidia said successful a post connected X. "NVIDIA is simply a procreation up of the manufacture — it's the lone level that runs each AI exemplary and does it everyplace computing is done."
The station came aft Nvidia saw its shares fall 3% connected Tuesday aft a report that Meta, 1 of its cardinal customers, could onslaught a woody with Google to usage its tensor processing units for its information centers.
In its post, Nvidia said its chips are much flexible and almighty compared to so-called ASIC chips — specified arsenic Google's TPUs — which are designed for a azygous institution oregon function. Nvidia's latest procreation of chips are known arsenic Blackwell.
"NVIDIA offers greater performance, versatility, and fungibility than ASICs," Nvidia said successful its post.
Nvidia has over 90% of the marketplace for artificial quality chips with its graphics processors, analysts say, but Google's in-house chips person gotten accrued attraction successful caller weeks arsenic a viable alternate to the Blackwell chips, which are costly but powerful.
Unlike Nvidia, Google doesn't merchantability its TPU chips to different companies, but it uses them for interior tasks and allows companies to rent them done Google Cloud.
Earlier this month, Google released Gemini 3, a well-reviewed state-of-the-art AI exemplary that was trained connected the company's TPUs, not Nvidia GPUs.
"We are experiencing accelerating request for some our customized TPUs and Nvidia GPUs," a Google spokesperson said successful a statement. "We are committed to supporting both, arsenic we person for years."
Nvidia CEO Jensen Huang addressed rising TPU contention connected an net call earlier this month, noting that Google was a lawsuit for his company's GPU chips and that Gemini tin tally connected Nvidia's technology.
He besides mentioned that helium was successful interaction with Demis Hassabis, the CEO of Google DeepMind.
Huang said that Hassabis texted him to accidental that the tech manufacture mentation that utilizing much chips and information volition make much almighty AI models — often called "scaling laws" by AI developers — is "intact." Nvidia says that scaling laws volition pb to adjacent much request for the company's chips and systems.
WATCH: Meta reportedly successful talks to usage Google's AI chips
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