Earlier this year, Nvidia CEO Jensen Huang downplayed the threat of other companies building competing AI chips, including Google.
- Google's AI chip business is turning into a TPU-shaped headache for Nvidia.
- A blockbuster deal with Oracle will put Google's TPUs inside another hyperscaler.
- Is the market underestimating the potential of Google's chip business?
What about AMD?
AMD is a bigger threat than google to Nvidia
africa business insider? please...
Google is a massive customer building its own alternative, whereas AMD is a competitor trying to sell a similar product.