The Economist

Google has pierced Nvidia’s aura of invulnerability

Nvidia’s customers have a big incentive to explore cheaper alternatives. Bernstein, an investment-research firm, estimates ...

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 ...

Nvidia: Happy for you, Google, but we're still better

A report sent shares of Nvidia tumbling as concerns increase that Google is coming for its chip business.

The hottest new AI company is…Google?

“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 November 25 post on X, before adding that “NVIDIA offers greater ...

Nvidia’s AI Moat Is Deep. Can AMD, Google Break In?

This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.

Google Is Coming for Nvidia’s Crown in the AI Race

To be clear, Nvidia’s graphics processing units (GPUs) remain the gold standard for the AI industry. But Google’s TPUs — ...

Google Vs Nvidia for AI Dominance? Why That’s Only Half the Story and 4 Other Things to Know Today.

What could sway a divided Fed on rate cuts, spending slows as retailers enter the holiday shopping season, and more news to ...

Has Google burst the Nvidia bubble?

The world’s most valuable company faces a challenge from Google, as companies eye up ‘more specialised’ and ‘less ...