Nvidia says its GPUs are a ‘generation ahead’ of Google’s AI chips

NVIDIA The company said Tuesday its technology is a generation ahead of the industry, responding to Wall Street concerns that it could threaten the company’s dominance of AI infrastructure. Google’s AI chips.

“We’re pleased with Google’s success – they’ve made great strides in AI and we continue to supply Google with that,” Nvidia said in a post on X.

The post came as Nvidia saw its shares fall 3% on Tuesday, following a report that Meta, one of its major customers, could make a deal with Google to use its tensor processing units for its data centers.

In its post, Nvidia said its chips are more flexible and powerful than so-called ASIC chips – such as Google’s TPU – which are designed for a single company or function. The latest generation of chips from Nvidia is known as Blackwell.

“Delivers greater performance, versatility, and replaceability than NVIDIA ASICs,” Nvidia said in its post.

Analysts say Nvidia has more than 90% of the market for artificial intelligence chips with its graphics processors, but Google’s in-house chips have drawn more attention in recent weeks as a viable alternative to Blackwell chips, which are expensive but powerful.

Unlike Nvidia, Google does not sell its TPU chips to other companies, rather it uses them for internal operations and allows companies to rent them through Google Cloud.

Earlier this month, Google released Gemini 3, a well-reviewed cutting-edge AI model that was trained on the company’s TPUs, not Nvidia GPUs.

“We are experiencing an uptick in demand for both our custom TPUs and Nvidia GPUs,” a Google spokesperson said in a statement. “We remain committed to supporting both, as we have for years.”

Nvidia CEO Jensen Huang addressed the growing TPU competition on an earnings call earlier this month, saying that Google was a customer of his company’s GPU chips and that Gemini could run on Nvidia’s technology.

He also said that he was in touch with Google DeepMind CEO Demis Hassabis.

Huang said Hassabis texted him to say that the tech industry’s theory that using more chips and data will create more powerful AI models – often called the “scaling law” by AI developers – “holds”. Nvidia says the scaling laws will further increase demand for the company’s chips and systems.

Watch: Meta is reportedly in talks to use Google’s AI chips