"Nvidia is usually the company other firms have to respond to. Not the other way around. But on Tuesday, the $4 trillion chipmaker did something rare: it took to X to publicly defend itself after a report suggested that one of its biggest customers, Meta, is considering shifting part of its AI infrastructure to Google's in-house chips, called TPUs."
"The catalyst was a report from The Information claiming that Google has been pitching its AI chips, known as TPUs, to outside companies including Meta and several major financial institutions. Google already rents those chips to customers through its cloud service, but expanding TPU use into customers' own data centers would mark a major escalation of its rivalry with Nvidia."
"We're delighted by Google's success - they've made great advances in AI and we continue to supply to Google," Nvidia wrote in a post on X. "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 publicly responded on X after a report said Meta is considering moving part of its AI infrastructure to Google's TPUs. Nvidia stock fell more than 2.5% following the report while Alphabet shares rose amid praise for Gemini 3. The Information reported Google has pitched TPUs to outside firms and could expand TPU use into customer data centers, a move that would escalate competition with Nvidia. Nvidia emphasized continued supply to Google and asserted platform leadership. Market observers noted that Google's in-house chips are increasingly seen as a viable alternative by some industry participants.
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