Nvidia says it's 'delighted by Google's success' — but 'Nvidia is a generation ahead of the industry'

Nvidia has dismissed fears regarding Google's potential challenge to its dominance in the AI sector. In a recent statement shared on social media platform X, Nvidia proclaimed, "NVIDIA is a generation ahead of the industry — it's the only platform that operates every AI model across all computing environments." This assertion comes on the heels of a report indicating that Meta is in discussions with Google, contemplating a substantial investment in Google's chips to enhance its data centers. Following this news, Nvidia's stock price took a hit, dropping over 3% by early Tuesday afternoon. Despite these challenges, Nvidia expressed optimism about Google's achievements in the AI domain. The company stated, "We're delighted by Google's success — they've made great advances in AI and we continue to supply to Google." In response, Google reiterated its commitment to both custom TPUs and Nvidia GPUs, emphasizing its long-standing support for both technologies. The tech giant has been making impressive progress in the AI landscape, with its recent launch of Gemini 3 receiving favorable reviews. Google boasts a significant advantage, controlling the entire AI process from research to cloud services. This comprehensive approach sets it apart from competitors. In contrast, Nvidia has faced a turbulent period recently. Although the company reported remarkable third-quarter earnings, which initially eased fears of an AI market bubble, concerns have resurfaced, impacting investor confidence.