NVIDIA says it's delighted by Google's success — but remains "the only platform that runs every AI model" with a generational lead in the industry

Following the launch of Gemini 3 with advanced capabilities across video, reasoning, and coding, Google is now the talk of the town in the generative AI category. OpenAI CEO Sam Altman and Tesla CEO Elon Musk recently admitted that the Gemini team had done a great job with the launch.

Even NVIDIA, which has also been flying high due to the high demand for chips to foster AI advances (unlocking $4 trillion in market capitalization), recently indicated that it is delighted by Google's success (via Tom's Hardware).

But perhaps more interestingly, the chipmaker used the opportunity to toot its own horn: "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. Nvidia offers greater performance, versatility, and fungibility than ASICs, which are designed for specific AI frameworks or functions."

This news comes after reports claim that Meta is currently in discussions with Google to rent its Cloud Tensor Processing Units (TPUs) in 2026, and even potentially buy them in the subsequent year. Consequently, Alphabet (Google's parent company) and Meta's stock prices saw a significant increase. However, NVIDIA's stock price dropped by 3%.

Google's Cloud TPUs are quite different from NVIDIA's AI GPUs. For context, the former's offerings are designed to help with AI model training and inference, while the latter are designed for parallel processing, allowing them to handle billions of calculations simultaneously.

While speaking to CNBC, a Google spokesman indicated:

“We are experiencing accelerating demand for both our custom TPUs and Nvidia GPUs. We are committed to supporting both, as we have for years.” During NVIDIA's earnings call, CEO Jensen Huang addressed the rising TPU competition, indicating that Google is the company's customer for GPU chips and that Gemini can run on its technology.

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