Google, NVIDIA
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Nvidia stock inches up as Jensen Huang confirms its GPUs are a generation ahead of Google’s custom AI chips. Here’s what that means for NVDA shares.
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.
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