Nvidia publicly defended its AI leadership after shares slid on a report that Google is pitching its in-house TPU chips to large customers, including Meta, potentially encroaching on Nvidia’s GPU dominance. Alphabet’s stock extended gains as its Gemini 3 model drew strong reviews, underscoring Google’s renewed AI push. Nvidia said on X that it remains a “generation ahead,” emphasizing its platform breadth and ubiquity across models and deployment environments. The prospect of hyperscalers broadening adoption of custom silicon heightens competitive pressure on Nvidia’s data-center business and adds a fresh variable for investors evaluating AI infrastructure spending.
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