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(Image credit: Google) Nvidia released a statement saying that it’s “delighted by Google ’s success,” but said that it continues to supply AI chips to the company. The AI giant made the X post in an apparent response to the news that Meta is in talks with Google to rent its Cloud Tensor Processing Units (TPUs) in 2026 and then to purchase them the following year. This news resulted in an increase in stock prices for Alphabet, Google’s parent company, and Meta, but also saw Nvidia take a 3% hit, especially as the market probably saw this as a break on the AI giant’s monopoly on the AI chip market.
We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google.NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.NVIDIA offers greater… November 25, 2025
"Nvidia is a generation ahead of the industry — it's the only platform that runs every AI model and does it everywhere computing is done," the company said on X via its Nvidia Newsroom account. "Nvidia offers greater performance, versatility, and fungibility than ASICs, which are designed for specific AI frameworks or functions." Google's Cloud TPUs are ASICs — application-specific integrated circuits — designed for AI workloads like training and inference. On the other hand, Nvidia's AI GPUs are general-purpose machines designed for parallel processing that have been repurposed for AI workloads.
Nvidia's Blackwell GPUs are indeed superior to almost anything else on the market, especially in terms of versatility. Although they're primarily advertised for AI applications, they can also be used for high-performance computing, data analytics, graphics rendering and visualization, and many more. On the other hand, Google's TPUs are designed for matrix multiplication — the arithmetic operation that primarily runs most modern AI. This means that you cannot easily repurpose these chips for other purposes. However, it also gives them an advantage in AI processing, even sometimes giving them an advantage in AI workloads, especially in terms of efficiency.
Nvidia promises its $100 billion OpenAI deal won't impact GPU supply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/big-tech/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/big-tech/nvidia-says-its-delighted-with-googles-success-but-backhanded-compliment-says-it-is-the-only-platform-that-runs-every-ai-model-statement-comes-soon-after-meta-announces-proposed-deal-to-acquire-google-cloud-tpus#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.