Nvidia has achieved one of the best figures in its history, reaching a value of 4 billion dollars during the last quarter. Jensen Huang, CEO of the largest chip manufacturer, has shown that the company has no rival in the AI race.
The technology giant could suffer a very unexpected blow. Meta is willing to move part of its AI infrastructure to Google’s TPU chips in a historic agreement. Those from Mountain View have a new opportunity to get closer to Nvidia.
Nvidia falls 2.5% after Meta’s decision
The latest strategy from Mark Zuckerberg’s company has not taken long to have consequences for Nvidia. The value of the shares of the world’s largest chip manufacturer has fallen 2.5% after hearing the news.
Google is the other side of the coin. Alphabet shares continue to grow slowly for the third consecutive day since the arrival of its new Gemini 3 model, those from Mountain View do not want to be left behind in the AI race.
The technology giant is very clear about its strategy against Nvidia. Google has started promoting its AI TPU chips to outside companies like Meta and large Silicon Valley companies.
Alphabet, Google’s parent company, rents these chips to its customers through its cloud service. The company intends to go one step further by bringing its TPU chips to its customers’ own data centers, the same strategy that Nvidia follows.
Nvidia against Google in the battle for dominance in AI
Nvidia has not hesitated to comment on its competitor’s decision. “We are delighted with Google’s success: they have made great strides in AI and we continue to be their suppliers,” the company says in a post on X.
“Nvidia is a generation ahead of the industry: it is the only platform that runs all AI models and does so in all areas where computing operations are carried out,” warns the chip manufacturer.
Jensen Huang’s company is not willing to lose ground in artificial intelligence in the face of the arrival of Google’s TPUs. Nvidia has made it clear to its investors and customers that it remains unstoppable in the market.
Google’s AI chips are fast, efficient, and have high connectivity with the company’s own systems, but they were no threat to Nvidia’s GPUs. The company now intends to close its gap, Huang’s company monopolizes more than 90% of the market, performance remains its strong point.