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Google, Nvidia and NVDA

Google Is Getting the AI Spotlight, But Nvidia Says Its GPUs Are a ‘Generation Ahead.’ How Should You Play NVDA Stock Here?

Nvidia (NVDA) shares are trading in green this morning after the company said its GPUs are “a generation ahead” of Google’s (GOOGL) tensor processing units (TPUs). The remarks arrive on the heels of media reports that Meta Platforms (META) is considering switching to Alphabet’s custom AI chips to power its data centers by 2027.

TipRanks on MSN · 12h

Nvidia Stock (NVDA) Gains after Analysts Reiterate Bullish Call Despite Meta–Google Chip Buzz

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Google Vs. Nvidia: Trillions Of Dollars At Play

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Nvidia-Google AI chip rivalry escalates on report of Meta talks

Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as ...

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Meta in talks to spend billions on Google's chips against Nvidia: Report

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Nvidia plays down Google chip threat concerns

1don MSN

Nvidia share price: NVDA stock crash in pre-market as Google's big move may lead to 'Godzilla vs. Kong' moment in AI industry

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.

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Google TPUs Are 'Cost-Effective Hedge,' Not Replacement For Nvidia, Strategist Says

James Thorne calls Google TPUs a 'supply hedge,' not an Nvidia killer, warning investors to expect a 'bear story a day' in the AI market.

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NVIDIA (NVDA) says there is no definitive agreement on previously announced $100 billion OpenAI deal

While the deal was announced in September 2025, NVIDIA claims it is still not definitive and no investment has been fully agreed upon, if any.