In a statement posted on X, Nvidia said, “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 added: “We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google.” Nvidia, the chipset making giant has now downplayed concerns that Google is coming for its dominance in the AI hardware market, even as reports Meta may spend billions on Google’s custom chips. The comments come at a time when competition is increasing in the AI race and a volatile stretch for Nvidia’s stock.
Meta could begin renting TPUs from Google Cloud as early as next year, with purchases for its own data centers potentially starting in 2027, according to The Information. Recently, Google gained momentum in the AI race after the launch of Gemini 3 and the model also received positive reviews.
Unlike many rivals, Google benefits from a “full-stack” advantage, controlling everything from AI research to its cloud infrastructure.