Nvidia reaffirmed that its technology remains a full generation ahead of the industry on Tuesday, responding directly to concerns that Google\u2019s AI chips could threaten its leadership in the artificial intelligence hardware market.<\/p>\n\n\n\n
In a post on X, the company said: \u201cWe\u2019re delighted by Google\u2019s success \u2014 they\u2019ve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry \u2014 it\u2019s the only platform that runs every AI model and does it everywhere computing is done.\u201d<\/p>\n\n\n\n
The statement followed a session in which Nvidia dropped around 3 percent, after a report suggested Meta could partner with Google to use its tensor processing units for future data center expansion. Nvidia highlighted that its Blackwell chips offer broader flexibility compared with ASIC designs, such as Google\u2019s TPUs, which are built for specific functions.<\/p>\n\n\n\n
\u201cNVIDIA offers greater performance, versatility, and fungibility than ASICs,\u201d the company added.<\/p>\n\n\n\n
Nvidia still controls more than 90 percent of the AI chip market with its graphics processing units, according to analysts. However, Google\u2019s in-house hardware has gained increased visibility in recent months, especially as an alternative for companies seeking the same capabilities at scale.<\/p>\n\n\n\n
Google does not sell its TPU chips commercially, but it uses them internally and provides cloud customers with rental access. Earlier in November, Google released Gemini 3, a flagship AI model trained using the company\u2019s TPUs.<\/p>\n\n\n\n
\u201cWe are experiencing accelerating demand for both our custom TPUs and Nvidia GPUs,\u201d a spokesperson for Google said. \u201cWe are committed to supporting both, as we have for years.\u201d<\/p>\n\n\n\n
Nvidia CEO Jensen Huang recently addressed the issue on an earnings call, noting that Google remains a major customer and that Gemini can also run on Nvidia systems. He added that he had been in contact with Google DeepMind CEO Demis Hassabis.<\/p>\n\n\n\n
Huang shared that Hassabis texted him saying that the \u201cscaling laws\u201d theory \u2014 the idea that more computing power and data lead to more advanced AI \u2014 is still valid. Nvidia argues that this will continue to fuel growing demand for its chips.<\/p>\n","protected":false},"excerpt":{"rendered":"
Company responds to Wall Street concerns Nvidia reaffirmed that its technology remains a full generation ahead of the industry on Tuesday, responding directly to concerns that Google\u2019s AI chips could threaten its leadership in the artificial intelligence hardware market. In a post on X, the company said: \u201cWe\u2019re delighted by Google\u2019s success \u2014 they\u2019ve made […]<\/p>\n","protected":false},"author":10772,"featured_media":13009,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[3200],"class_list":{"0":"post-13008","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-tech","8":"tag-n"},"_links":{"self":[{"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/posts\/13008","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/users\/10772"}],"replies":[{"embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=13008"}],"version-history":[{"count":1,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/posts\/13008\/revisions"}],"predecessor-version":[{"id":13010,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/posts\/13008\/revisions\/13010"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=\/wp\/v2\/media\/13009"}],"wp:attachment":[{"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=13008"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=13008"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thetimesfinancial.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=13008"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}