By Francisco Velasquez
Publication Date: 2025-12-11 18:46:00
Nvidia’s (NVDA) AI turf could take a blow if Google (GOOGL, GOOG) keeps firing on all cylinders.
“The biggest risk right now obviously is Google,” said Stephen Witt, author of “The Thinking Machine,” a Jensen Huang biography.
That risk, he told Yahoo Finance’s Opening Bid, is largely tied to Google’s Gemini model. Witt described it as the “best AI right now in the benchmarks outside the Nvidia stack.”
Witt explained that Gemini was trained entirely on its Tensor Processing Units (TPUs). If Google proves it can sustain world-leading AI development using only its homegrown chip stack, it sets a potent precedent for other tech giants to follow suit.
“That’s a huge risk,” Witt said. “If Google ends up winning this AI race … Nvidia will be in trouble.”
This risk, coupled with competition from rivals like Broadcom (AVGO) and Advanced Micro Devices (AMD), is why “it’s very easy to imagine a world” where Nvidia’s high-flying stock declines. The AI chipmaker’s shares are up over 1,270% in the past five years.
To mitigate the core risk of rivals like Google winning the chip war, Nvidia CEO Jensen Huang is already looking past generative AI. Witt said a significant amount of the CEO’s personal effort is being poured into the next great computing wave: robotics.
If Huang can dominate the robotics wave, he said, “that will mean several trillion dollars in market capitalization for this company.”
However, Nvidia has another issue: the lack of any clear…
