Nvidia founder and CEO Jensen Huang in Gyeongju, South Korea on October 31, 2025. Woohae Cho/Getty ImagesNvidia is usually the company other firms have to respond to. Not the other way around.
But on Tuesday, the $4 trillion chipmaker did something rare: It took to X
to publicly defend itself after a report suggested that one of its biggest customers, Meta, is considering shifting part of its AI infrastructure to Google’s in-house chips, called TPUs.
The move came after Nvidia stock fell over 2.5% on the news, while shares of Alphabet—buoyed by its well-reviewed new Gemini 3 model—climbed for a third day in a row.
The catalyst was
a report from The Information claiming that Google has been pitching its AI chips to outside companies including Meta and several major financial institutions.
Google already rents those chips to customers through its cloud service, but expanding TPU use into customers’ own data centers would mark a major escalation of its rivalry with Nvidia.
That was enough to rattle Wall Street and also Nvidia itself.
“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.”
It’s not hard to read between the lines. Google’s TPUs might be gaining traction, but Nvidia wants investors, and its customers, to know that it still sees itself as unstoppable.
—Eva Roytburg 