US EditionThe Economist: Google Has Pierced Nvidia’s Aura of Invulnerability
10 Articles
10 Articles
Nvidia and the ongoing discussions surrounding Google's TPUs have been the focus of various industry reports for the past few days. This is due to internal and external assessments that interpret Google's specialized ASIC solutions as potentially serious competition for Nvidia's hitherto dominant AI infrastructure. In particular, the report that companies like Meta and Anthropic are allegedly already widely using Google's […] Source
Meta's Move to Google TPUs Spurs 3.2% Drop in NVDA Stock
TLDR Nvidia defended its position in the market, stating its AI platform is a generation ahead of competitors like Google. The company emphasized the versatility and superior performance of its GPUs compared to specialized alternatives, such as Google’s TPUs. Nvidia reassured investors that its platform is the only one capable of running every AI model across all computing environments. Despite Nvidia’s strong statement, the company’s stock dro…
Nvidia responds after Meta opts for Google chips; What's next for NVDA stock?
American technology giant Nvidia (NASDAQ: NVDA) has addressed market concerns following reports that Meta Platforms (NASDAQ: META) is exploring the use of Google’s tensor-processing units for its AI workloads. The company emphasized its industry leadership, asserting that its platform is a generation ahead and uniquely capable of running every AI model across all computing environments, Nvidia said in an X statement on November 25. Nvidia highl…
Nvidia goes up to the niche to reassure investors about the sustainability of its leadership for artificial intelligence chips against Google. This comes at a time when the industry is wondering if Google is going to have an impact on the infrastructure of the IA. Nvidia says to be in front of Google The ... Read more Like KultureGeek on Facebook, and follow us on Twitter Don't forget to download our free iAddict app for iPhone and iPad (link Ap…
Nvidia Claims 'Generation Ahead' Advantage After $200 Billion Sell-off on Google Fears
Nvidia pushed back against investor concerns about Google's competitive positioning in AI on Tuesday after the chipmaker's shares tumbled 4.4% and erased nearly $200 billion in market cap on fears that Alphabet's tensor processing units were gaining ground against its dominance in AI computing. The company said it was "delighted by Google's success" but asserted that it continues to supply chips to Google. Nvidia said it remains "a generation a…
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