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Google Further Encroaches on Nvidia’s Turf With New AI Chip Push
Gated.
In a nutshell, Google is talking to Meta and other cloud customers about letting them run Google's TPU chips in their data centers.
Data centres switching to Google's chips would be a huge win for Google and loss for NVDA.
In brief:
- Google is pushing TPUs directly into customer data centers, holding talks with Meta and financial firms as it tries to chip away at Nvidia’s dominance in AI hardware.
- Nvidia is countering aggressively, offering investments and deals to lock in major clients like Anthropic and OpenAI as Google’s TPU momentum grows.
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