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Can Google Conquer Its Nvidia Dependency?

Google's custom tensor processing units power Gemini 3, prompting major AI firms to consider TPUs for cost-efficient large language model training, shifting AI hardware dynamics.

So far at least, the AI hype has been a rising tide that lifts all boats. But now? Google’s gain is suddenly Nvidia’s drain. The debut of Google’s flashy new Gemini 3 AI model impressed the industry with capabilities approaching rival products from OpenAI, Anthropic and Meta. Perhaps more importantly, however, is that Gemini was trained on Google’s in-house Tensor Processing Units (TPUs), which look like a cheaper and more efficient alternative …

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In one week, Google launched the world's best AI model and image generator. Will the tanker, which was existentially threatened just a few years ago...

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TPU-based LLM learning success…Cracks in GPU-dependent structure Domestic NPU industry "Forming an alternative market for inference" Google's new artificial intelligence (AI) model Gemini 3 is emerging as the 'king' of AI infrastructure with performance that threatens OpenAI's ChatGPT

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CNBC broke the news in United States on Tuesday, November 25, 2025.
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