By Eva Roytburg
Publication Date: 2025-11-25 22:01:00
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 defensive move came after Nvidia stock fell over 2.5% on the news, and near the close, while shares of Alphabet—buoyed by its well-reviewed new Gemini 3 model, which was acclaimed by well-known techies such as Salesforce CEO Marc Benioff—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, known as TPUs, to outside companies including Meta and several major financial institutions. Google already rents those chips to customers through its cloud service, but expanding TPU use into customers’ own data centers would mark a major…
