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>>Nvidia claims its technology remains an entire generation ahead of Google’s AI processors.

Nvidia claims its technology remains an entire generation ahead of Google’s AI processors.

crypthub

about 4 hours ago

Nvidia Defends Its Lead

Nvidia responded strongly to Wall Street concerns that Google’s AI chips could erode its dominance. The company emphasized that its technology remains a full generation ahead and reiterated that it still supplies Google. Shares slipped 3% after a report about Meta testing Google’s TPUs, prompting Nvidia to calm market nerves on X. The firm claimed its platform runs every AI model across all computing environments.

Blackwell Chips vs Google TPUs

Nvidia highlighted that Blackwell GPUs offer greater performance, versatility, and fungibility than Google’s ASIC‑based TPUs. Analyst data shows Nvidia’s processors now control more than 90% of the AI chip market. Google’s TPUs are confined to internal use or Google Cloud rentals and cannot be bought by external customers. Despite higher prices, Nvidia argues that TPUs are limited to specific tasks within one company.

CEO Insights and Future Demand

CEO Jensen Huang confirmed that Google continues buying Nvidia GPUs and that the Gemini 3 model can run on Nvidia hardware. He cited conversations with DeepMind’s chief that AI “scaling laws” remain intact, meaning larger data sets and more chips drive stronger models. Nvidia expects these laws to boost demand for its chips and full systems across the industry.