Nvidia pushed back Tuesday against rising Wall Street concerns that Google’s in-house AI chips could challenge its dominance, insisting its GPUs remain “a generation ahead” of the industry.
The statement came after Nvidia shares fell 3% on reports that Meta may adopt Google’s tensor processing units (TPUs) for future data centers.
"You can't do this to me...I started this bull market"
— Morning Brew ☕️ (@MorningBrew) November 25, 2025
- Jensen Huang pic.twitter.com/8jP0NhwSXe
Nvidia argued its Blackwell-generation GPUs deliver greater flexibility and performance than Google’s specialized ASIC-based TPUs.
Analysts estimate Nvidia still controls more than 90% of the AI-chip market, but Google’s TPU-powered success — including its new Gemini 3 model — has drawn increased attention.
Somebody check on Jensen Huang…👀
— Bamboo (@investbamboo) November 25, 2025
Nvidia has slipped 6% since news broke that Meta might shift to Google’s AI chips. Meanwhile, Alphabet stock has skyrocketed to yet another all time high at about $328 dollars.
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Google said it continues to see growing demand for both Nvidia GPUs and its custom TPUs, which it uses internally and rents through Google Cloud.
Nvidia CEO Jensen Huang downplayed the competition, noting that Gemini can run on Nvidia hardware and saying ongoing “scaling laws” will only boost long-term demand for Nvidia systems.
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TIPP Staff
TIPP Staff
