Nvidia is usually the company other firms have to respond to. Not the other way around. But on Tuesday, the $4 trillion ...

Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong ...

Since the launch of ChatGPT three years ago, analysts and technologists — even a Google engineer and the company’s former ...

Meta is reportedly weighing a dramatic shift in its AI chip strategy, one that could loosen Nvidia’s iron grip on the ...

A deal to use Google’s TPUs for Meta’s AI models could be worth billions and eat into Nvidia’s dominant market share.

AMD CEO Lisa Su said earlier this month that the chip maker expects the data center TAM to reach $1 trillion by 2030. Advanced Micro Devices' stock could follow up one of its best months in history ...

A report that a Big Tech giant is mulling using Google's AI chips pressured shares of several top chipmakers on Tuesday, Nov. 25, 2025, while an electronics retailer's stock got a boost from strong ...

Discover how Alphabet Inc.'s custom AI chips challenge Nvidia's market lead, reshape industry dynamics, and create ...

Nvidia stock dips as Google and Meta discuss a multi-billion dollar AI chip deal that could challenge Nvidia’s dominance in ...

Nvidia stock fell as much as 6% on Tuesday, following The Information’s reporting that Meta is in talks with Google to spend billions of dollars to put Google’s TPU chips into its data centers in 2027 ...

Thus far, Nvidia's graphics processing units ( GPUs) have been the go-to hardware for training and running advanced AI models. The competitive edge provided by the company's high-end processors has ...

The AI sphere is abuzz lately with news and rumors that the latest Google TPU, Ironwood, is powering the Gemini3 model, outpacing OpenAI on many metrics including intelligence and performance. Now, ...