Google may have more ‘shock’ for Nvidia after wiping out more than $250 billion from its market value – The Times of India

Google may have more ‘shock’ for Nvidia after wiping out more than 0 billion from its market value – The Times of India

By TOI Tech Desk
Publication Date: 2025-12-10 08:19:00

Google is reportedly threatening Nvidia’s market dominance in the artificial intelligence (AI) chip market. The Alphabet-owned company is leveraging its own Tensor Processing Unit (TPU) as a secret weapon in the AI race, prompting tech investors to reassess the threat to Nvidia business, a report has said. This comes on the heels of the world’s largest AI chipmaker losing over $250 billion in market value following reports that Meta, one of Nvidia’s biggest customers, is in advanced talks to spend billions on Google’s competing AI chips.Notably, the TPU has been central to boosting the performance of Google’s new Gemini 3.0 AI models, which have outperformed OpenAI’s GPT-5 in independent benchmarking tests. This development is said to be a factor behind OpenAI’s recent “code red,” where CEO Sam Altman told staff to refocus resources on improving its chatbot and models. In fact, soon after Nvidia lost billions, the company clarified that it still has better chips…