Google vs NVIDIA: Did Google Just Kill the NVIDIA Moat? | The Truth About the “Google TPU Threat”
1. NVIDIA is in Trouble? Google’s Gemini 3 / TPU & The $50B Chip War Explained The artificial intelligence revolution has a hardware problem: it is incredibly expensive. For the past three years, the undisputed king of this new gold rush has been NVIDIA, selling the “golden shovels” – their H100 and Blackwell GPUs, at…
Read more