Nvidia says its GPUs are a ‘generation ahead’ of Google’s AI chips
Nvidia founder and CEO Jensen Huang watches U.S. President Donald Trump speak at the U.S.-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on November 19, 2025.
Brendan Smialowski | Afp | Getty Images
Nvidia Its technology is a generation ahead of the industry, it said Tuesday in response to Wall Street concerns that the company’s dominance of AI infrastructure could be under threat. Google’s AI chips.
“We are very pleased with Google’s success; they have made great advances in artificial intelligence and we continue to supply Google,” Nvidia said. to post About X. “NVIDIA is a generation ahead of the industry; it is the only platform that runs every AI model and does it wherever computing happens.”
This post comes after Nvidia saw its shares fall 3% on Tuesday. report He said Meta, one of its key customers, could strike a deal with Google to use its tensor processing units for data centers.
Nvidia said in its post that its chips are more flexible and powerful compared to ASIC chips (like Google’s TPUs) designed for a single company or function. Nvidia’s latest generation chips are known as Blackwell.
“NVIDIA offers greater performance, versatility, and interchangeability from ASICs,” Nvidia said in its post.
Analysts say Nvidia has more than 90% of the market for AI chips with its graphics processors, but Google’s in-house chips have started to gain more traction in recent weeks as a viable alternative to the expensive but powerful Blackwell chips.
Unlike Nvidia, Google does not sell its TPU chips to other companies but uses them for internal tasks and allows companies to rent them through Google Cloud.
Earlier this month, Google released Gemini 3, a well-reviewed cutting-edge AI model trained on the company’s TPUs rather than Nvidia GPUs.
“We are experiencing increased demand for both our custom TPUs and Nvidia GPUs,” a Google spokesperson said in a statement. “We are committed to supporting both, as we have for many years.”
Nvidia CEO Jensen Huang touched on increasing TPU competition during an earnings call earlier this month, noting that Google is a customer of his company’s GPU chips and that Gemini could run on Nvidia technology.
He also stated that he was in contact with Google DeepMind CEO Demis Hassabis.
Huang said Hassabis texted him and told him that tech industry theory is that using more chips and data will create stronger artificial intelligence models.scaling laws“Robust” by AI developers Nvidia says scaling laws will lead to greater demand for the company’s chips and systems.
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