By Michael Parekh
Publication Date: 2025-11-30 07:59:00
The Bigger Picture, Sunday, November 30, 2025
This week saw a double-pronged set of successes by Google’s vertical AI stack vs both OpenAI and Nvidia, setting a new pace in this AI Tech Wave. As I discussed earlier in the week, Google’s Gemini 3 in various iterations is outperforming OpenAI’s latest and greatest GPT and ChatGPT iterations.
The other Google success is Meta now considering Google TPUs as an alternative to Nvidia’s leading AI GPUs. This builds on Google’s success with OpenAI also using Google TPUs. The Bigger Picture I’d like to discuss this Sunday is Google’s growing success with TPUs vs Nvidia, and now they’re BOTH expanding the AI market together.
As The Information puts it pithily, “Google Further Encroaches on Nvidia’s Turf With New AI Chip Push”:
“Google is talking to Meta and other cloud customers about letting them run Google’s TPU chips in their data centers. The effort could help expand the appeal of Google’s alternative to Nvidia’s AI chips.”
“Google is seeking to expand its TPU business by giving customers the option of on-premise use.”
“Meta Platforms is considering spending billions of dollars on Google TPUs, including for Meta data centers.”
“Google has discussed aiming for 10% of Nvidia’s revenue with its TPU chip business.”
The answers on who comes out on top in these headline questions isn’t as binary as one would like. A deeper analysis makes it clear that for now, a more aggressive Google will…
