By TOI Tech Desk
Publication Date: 2026-03-14 07:05:00
The competitive landscape in AI hardware shifted dramatically recently when it was reported that Facebook parent Meta is considering using Google-designed AI chips. This report also wiped away hundreds of billions from Nvidia’s market value because Meta is currently one of Nvidia’s most significant chip customers. The report specifically stated that Meta could begin renting Google’s Tensor Processing Units (TPUs) and potentially incorporate the chips into its own data centres by 2027. However, responding to the report Nvidia also issued a statement defending its market position. “We’re delighted by Google’s success — they’ve made great advances in AI, and we continue to supply to Google,” Nvidia wrote, before pivoting to assert its superiority. “Nvidia is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”However, Nvidia, which initially brushed off concerns by publicly declaring “we are fine” after losing billions in market value tied to the Google deal, now appears to be acknowledging the threat.
Nvidia preparing to launch a new chip
According to a report by Financial Times, Nvidia is now preparing to launch of a new chip which is specifically designed for AI inference tasks running modes rather than training them. This marks a break from CEO Jensen Huang’s longstanding mantra that one GPU could handle all workloads. The new product, expected to debut at next week’s GTC developer…