The Economist

Google has pierced Nvidia’s aura of invulnerability

Now, however, one of Nvidia’s biggest customers has emerged as its fiercest competitor yet. This month Google, which ...

Google Vs. Nvidia: Inside The AI Hardware Showdown

Directly into AI infrastructure: servers, storage, power and cooling systems, along with a vast quantity of chips to support ...

Is Google About to Eat Nvidia's Lunch?

This means that Google still needs Nvidia GPUs, used in tandem with its own TPUs, to get the combination of speed and energy ...

'Delighted by Google's success...but we are are generation ahead of the industry', says Nvidia as it defends AI dominance

Nvidia has responded to growing investor concerns about Google’s increasingly capable TPU chips, insisting its own AI ...

AI Trade Splinters as Google Challenges Nvidia’s Dominance

Dow industrials add more than 600 points, biggest gain since August.

Markets wipe $250 billion off Nvidia as they digest Google’s revenge, with Gemini 3 emerging as ‘current state-of-the-art’

Google’s launch of Gemini 3 is rewriting the map of artificial intelligence—if a few billionaire fans and billions of dollars ...

Google Alphabet stock price today: Alphabet shares surges 6% as Google roars back in AI — is Nvidia’s reign under serious threat? Here’s the key reason

Alphabet stock jumped nearly 6% Monday as Googles Gemini 3 AI model ignited a sharp rebound. Shares of GOOGL and GOOG traded ...