Nvidia's Market Dominance Challenged by Google's TPUs
Update: 2025-11-26
Description
Nvidia faces market dominance challenge as Meta considers Googles TPUs, causing stock drop, while Googles Gemini three AI model boosts Alphabets shares. Google expands TPU use, escalating rivalry with Nvidia, prompting public statement from Nvidia. Brian Kersmanc predicts shift, with Google using TPUs to train Gemini three, challenging Nvidias platform claim. Nvidia also battles investor Michael Burrys skepticism about AI boom, circulating memo to rebut claims.
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