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Shares of the chipmaker fell 2.6% on Tuesday following a report suggesting that Alphabet Inc.’s AI processors are gaining ground.

To be clear, Nvidia’s graphics processing units (GPUs) remain the gold standard for the AI industry. But Google’s TPUs — which power its highly praised Gemini 3 — are cheaper to develop and require less power. Some industry experts estimate that TPUs offer up to four times better performance per dollar than comparable GPUs.

This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.

A report sent shares of Nvidia tumbling as concerns increase that Google is coming for its chip business.

Good morning. AI darling Nvidia’s shares dip on concern Meta is negotiating to buy Google chips. Russia and Ukraine exchange heavy fire in the early morning. And we offer an insight into Boeing’s battle against defects.

Detailed price information for Nvidia Corp (NVDA-Q) from The Globe and Mail including charting and trades.

Nvidia’s ($NVDA) strong Q3 results once again showed why it remains a leader in the AI boom. Revenue surged, demand for its AI chips remains