Nvidia founder and CEO Jensen Huang looks on as U.S. President Donald Trump speaks at the U.S.-Saudi Investment Forum at the John F. Kennedy Performing Arts Center on November 19, 2025 in Washington, DC.
Brendan Smialowski AFP | Getty Images
Nvidia On Tuesday, the company said its technology remains a generation ahead of the industry, responding to concerns on Wall Street that the dominance of its AI infrastructure could be threatened. Google AI chip.
“We are pleased with Google’s success. Google is making great strides in AI, and we continue to supply them with products,” Nvidia said in a post on X. “NVIDIA is a generation ahead of the industry. We are the only platform that can run any AI model and run it anywhere computing happens.”
The post came after Nvidia’s stock price fell 3% on Tuesday following reports that Meta, one of Nvidia’s major customers, may strike a deal with Google to use the company’s tensor processing units in its data centers.
Nvidia said in a post that its chips are more flexible and powerful compared to so-called ASIC chips, such as Google’s TPU, that are designed for a single company or function. Nvidia’s latest generation of chips is known as Blackwell.
“NVIDIA offers superior performance, versatility, and fungibility over ASICs,” Nvidia said in the post.
Nvidia controls more than 90% of the market for artificial intelligence chips with graphics processors, analysts say, but Google’s own chips have gained attention in recent weeks as a viable alternative to expensive but powerful Blackwell chips.
Unlike Nvidia, Google doesn’t sell its TPU chips to other companies, but uses them for internal tasks and makes them available for companies to rent through Google Cloud.
Earlier this month, Google released Gemini 3. This is a well-reviewed, cutting-edge AI model trained on the company’s TPUs rather than Nvidia GPUs.
“Demand for both our custom TPUs and Nvidia GPUs is accelerating,” a Google spokesperson said in a statement. “We are committed to supporting both, as we have for many years.”
Nvidia CEO Jensen Huang addressed the growing TPU competition during an earnings call earlier this month, noting that Google is a customer for the company’s GPU chips and Gemini could run on Nvidia’s technology.
He also said he has been in contact with Demis Hassabis, CEO of Google DeepMind.
Huang said Hassabis emailed him to say that the technology industry’s theory that using more chips and data can create more powerful AI models (often referred to as the “law of scaling” by AI developers) “is intact.” Nvidia says its scaling method will further increase demand for its chips and systems.
Attention: Meta Inc. is reportedly in talks to use Google’s AI chip
