By Danny Vena, CPA, The Motley Fool
Publication Date: 2025-11-25 19:32:00
The search giant is planning incursions into the chipmaker’s turf.
Advances in the field of artificial intelligence (AI) are having a profound impact on the technology landscape. The ability of these cutting-edge algorithms to automate repetitive chores, streamline tasks, and generate original content is saving time, boosting productivity, and freeing users for higher-value work.
One of the undisputed beneficiaries of the AI revolution has been Nvidia (NVDA 2.59%). The company pioneered the graphics processing units (GPUs) that have become the gold standard for AI, providing the computational horsepower necessary to run these advanced generative AI systems. Demand for these chips has fueled a meteoric rise in Nvidia’s sales and profits, driving its stock price higher.
However, reports have emerged that Alphabet (GOOGL +1.56%) (GOOG +1.66%) wants a piece of the action and has fired a shot across Nvidia’s bow.
Image source: Getty Images.
A shot across the bow
Reports emerged this week that Meta Platforms (META +3.82%) is in talks with Alphabet to deploy Google’s Tensor Processing Units (TPUs) to run AI models in its data centers as early as 2027. Google began designing these specialized processors in 2018 for use in its own cloud computing operations and has launched numerous upgrades to the TPUs in the ensuing years, which have since been adapted to facilitate AI. Google has never sold these processors, which have only been used in the company’s own data centers.
However,…
