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Nvidia: We’re ‘a generation ahead’ of Google’s AI chipsNvidia founder and CEO Jensen Huang in Gyeongju, South Korea on October 31, 2025. Woohae Cho/Getty Images
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 move came after Nvidia stock fell over 2.5% on the news, while shares of Alphabet—buoyed by its well-reviewed new Gemini 3 model—climbed for a third day in a row.
