The company pointed to the flexibility and broad use cases of its Blackwell chips versus narrower ASIC-style designs like TPUs.Google doesn't sell TPUs outright; it uses them internally and makes capacity available through Google Cloud.

Good morning, tech fam; here are some quick tech updates for you to catch up on! What’s New Today: Meta and Google explore a major AI chip deal that could boost

Zhonghao Xinying was founded in 2018 by Yanggong Yifan, a Stanford and University of Michigan-trained electrical engineer.

“We’re delighted by Google’s success—they’ve made great advances in AI, and we continue to supply to Google,” Nvidia wrote in a post on X. “Nvidia is a generation ahead of the industry—it’s the only platform that runs every AI model and does it everywhere computing is done.”

Nvidia has responded to growing investor concerns about Google’s increasingly capable TPU chips, insisting its own AI hardware remains a full generation ahead and continues to power every major AI model across industries.

“Google has arguably always been the dark horse in this AI race,” said Neil Shah, analyst and cofounder at Counterpoint Research. “ [It’s] a sleeping giant that is now fully awake.”

Nvidia shares plummeted over 3% after reports emerged that Meta Platforms is negotiating to spend billions on Google's AI chips, signaling a significant challenge to Nvidia's dominance in the AI chip market.

Broadcom jumped 10% to $372 after Google’s Gemini 3 spotlighted TPUs built with Broadcom, boosting demand for its AI chip tech.