Nvidia is moving to reassure investors as Google’s (GOOGL) growing traction in custom AI chips draws fresh attention from Meta (MET) and other AI firms.
In a rare public statement responding to rising interest in Google’s tensor processing units (TPUs), Nvidia (NVDA) emphasizes the strength of its platform and reiterated that its GPUs remain the industry standard for running and training every major AI model.
“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google.”
Nvidia says its ecosystem still offers unmatched compatibility and reach across cloud providers, enterprises and model developers.
“NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”
The company also draws a sharp distinction between its general-purpose GPUs and the custom chips designed by hyperscalers.
“NVIDIA offers greater performance, versatility, and fungibility than ASICs, which are designed for specific AI frameworks or functions.”
The statement comes as Google’s TPU strategy gains market attention and sparks conversations about long-term alternatives to a single dominant supplier in advanced AI compute. In October, Google inked a deal with AI startup Anthropic, giving the Claude creator access to up to one million TPU chips worth tens of billions of dollars.
And this week, news emerged that social media giant Meta is interested in spending billions of dollars to get its hands on Google’s TPUs.
GOOGL has been surging as of late, climbing to a new all-time high of $328.83. NVDA, on the other hand, has fallen to $177, a decline of about 16% from its record high of $212.
Google recently rolled out Gemini 3, a single architecture model that can seamlessly process text, video, audio and code. The launch prompted OpenAI CEO Sam Altman to issue a memo to staff of the ChatGPT creator, saying, “vibes out there will be rough.”
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