AI bellwether Nvidia’s (NVDA) stock has shed nearly $200 billion in market cap (4.71% drop) in just the past week, making it ...

Nvidia’s stock suffered after a recent report mentioned an AI chip deal between tech giants Google and Meta. Nvidia, now one ...

Nvidia stock was falling. Investors are fretting its dominant market share could come under threat from Google parent ...

Google is now reportedly eyeing Nvidia's massive market share. According to The Information, Google is talking with potential ...

Meta is reportedly considering buying Google's AI chips for its data centers in the coming years, adding to the selling ...

Current estimates put Nvidia's market share at 92% of the data center GPU market, according to IoT Analytics. Even if Google ...

Nvidia has been subject to criticism over circular AI deals — as the leading AI chipmaker has invested in its own customers — ...

While investors debate which company will win in the AI chip market, a Bernstein analyst says the question is more about ...

A major development throughout 2025 has been the rising adoption and evaluation of Google’s tensor processing units by large ...

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

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 ...