Nvidia says it's 'delighted by Google's success' — but 'Nvidia is a generation ahead of the industry' (www.businessinsider.com)

Nvidia moved quickly to defuse investor anxiety after a report that Google and Meta were in talks about Google supplying chips for Meta’s data centers sent Nvidia shares dropping more than 3%. In a public statement the company said it’s “delighted by Google’s success” and insisted that “NVIDIA is a generation ahead of the industry,” positioning its GPU platform as uniquely capable of running every AI model “everywhere computing is done.” Nvidia also noted it continues to supply Google. Google responded that it’s seeing rising demand for both its custom TPUs and Nvidia GPUs and remains committed to supporting both architectures. The episode highlights an intensifying battleground for datacenter AI compute: hyperscalers are diversifying beyond a single supplier, while chip vendors tout technical and ecosystem advantages. Nvidia’s claim centers on broad model compatibility, software maturity (CUDA/AI stack) and deployment breadth; Google leans on its TPU hardware plus a “full‑stack” advantage — model research through cloud hosting — amplified by recent releases like Gemini 3. For the AI/ML community, this competition could accelerate hardware innovation, software portability, and pricing pressure, but also raises interoperability and procurement complexities for large-scale model training and inference.