By Andrew Nusca
Publication Date: 2025-11-26 10:25:00
Good morning. And an early Happy Thanksgiving to our American readers.
Like much of the U.S., we’ll be off the rest of the week to eat, drink, and be thankful. (I’m especially grateful for my Fortune colleagues; they’re aces all around.)
We’ll be back on Monday. Today’s tech news below. —Andrew Nusca
P.S. I asked a popular chatbot which pie was best to celebrate the holiday, and it responded with “apple pie.” Just in case you were wondering where AI’s allegiances lie.
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Nvidia: We’re ‘a generation ahead’ of Google’s AI chips
Woohae Cho/Getty Images
Nvidia is usually the company other firms have to respond to. Not the other way around.
But on Tuesday, the $4 trillion chipmaker did something rare: It took to X to publicly defend itself after a report suggested that one of its biggest customers, Meta, is considering shifting part of its AI infrastructure to Google’s in-house chips, called TPUs.
The move came after Nvidia stock fell over 2.5% on the news, while shares of Alphabet—buoyed by its well-reviewed new Gemini 3 model—climbed for a third day in a row.
The catalyst was a report from The Information claiming that Google has been pitching its AI chips to outside companies including Meta and several major financial institutions.
Google already rents those chips to customers through its cloud…
