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00:02NVIDIA shares fell after reports that Mayden may shift to using Google-designed chips, according to CNBC.
00:07Mayden fell 3.6% in Tuesday's pre-market trading, while Alphabet rose 4.2% after a more than 6% rally on Monday.
00:14Mayden is winning the use of Google's TPUs in its data centers by 2027, and may rent the chips from Google Cloud next year.
00:21Google said demand is rising from both its custom TPUs and NVIDIA GPUs, and that it will continue supporting both.
00:27Google first introduced TPUs in 2018 and has released newer versions tailored for AI workloads, giving the company an efficiency edge.
00:35NVIDIA remains the dominant GPU supplier for AI, but companies are seeking more diversified chip sources.
00:40The stock move comes as investors debate, but they're forming an AI bubble is forming.
00:44For all things money, visit Benzinga.com.
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