OpenAI said it might buy AI chips from Google. Nvidia won the deal by cutting its GPU price 30%. By 2030, Google's AI chip market share could hit 25% — hurting $NVDA.
ByPeter Cohan,
Senior Contributor.
Google's Gemini 3 is rapidly gaining on ChatGPT, prompting an OpenAI "Code Red" and driving Alphabet's stock surge.
Google's TPUs are emerging as a major threat to Nvidia's AI chip dominance, projected to capture 25% of the market by 2030 from 5%.
A potential multi-billion dollar deal with Meta for TPUs underscores Google's strategy to leverage its hardware for significant revenue and market share growth.
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Founder Zhang Jianzhong has amassed a fortune of $4.3 billion based on his stake in Moore Threads.
