02/12/2025
🚨 NVIDIA just shook the AI world after new reports suggested Meta could shift toward Google’s TPUs, a rumor that briefly sent NVIDIA’s momentum into doubt.
But in a sharp response, NVIDIA doubled down: it says it’s still a full generation ahead of every competitor. Its GPUs run nearly every major AI model across every compute environment, the kind of universal flexibility Google’s TPUs still can’t match.
NVIDIA also pointed to its new Blackwell chips, which deliver massive performance gains and broader workloads compared to Google’s ASIC-based TPUs, built mainly for narrower, single-purpose tasks.
And even with Google’s progress on Gemini, analysts say NVIDIA still commands over 90% of the AI chip market, with Google, ironically, relying heavily on NVIDIA hardware to train many of its biggest models.
The real message? NVIDIA isn’t slowing down. It’s widening the gap and rewriting the future of AI.
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