Nvidia says it's 'delighted by Google's success' - but 'Nvidia is a generation ahead of the industry'

"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."

"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...- NVIDIA Newsroom (@nvidianewsroom) November 25, 2025"

"'We are experiencing accelerating demand for both our custom TPUs and Nvidia GPUs; we are committed to supporting both, as we have for years,' a Google spokesperson said in a statement."

"Google continues to make strides in the AI race. The recent launch of Gemini 3 drew some positive reviews. Unlike many of its rivals, Google has a "full-stack" advantage, which enables it to control the entire process, from AI research to its cloud, which hosts its models."

Nvidia rejected concerns that Google could overtake its AI chip business, asserting it is a generation ahead and that its platform runs every AI model across computing environments. The company emphasized ongoing supply relationships, including continued shipments to Google. A report that Meta may discuss buying Google's chips to power its data centers triggered a more than 3% drop in Nvidia shares. Google said it will support both its custom TPUs and Nvidia GPUs amid accelerating demand. Google recently launched Gemini 3 and maintains a full-stack advantage across research and cloud hosting.

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