NVIDIA Faces Major Challenge: Google & Meta Reshape AI Chip Landscape

The stock market experienced volatility this week due to significant changes in the AI chip industry. News reports indicate that Google and Meta are pursuing a multi-billion dollar deal potentially involving Google’s tensor processing units (TPUs). If finalized, this move would disrupt NVIDIA’s long-standing dominance in the AI hardware sector. Furthermore, it could signal a significant shift in Google’s business model as they move beyond renting their chips to selling them directly.