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  • 2 days ago
NVIDIA defended its leadership in AI infrastructure after its stock fell on concerns that Google’s TPU chips could challenge its dominance.

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00:00NVIDIA defended its leadership in AI infrastructure after its stock fell on concerns that Google's
00:05TPU chips could challenge NVIDIA dominance.
00:08The company said its GPUs remain more powerful and flexible than alternatives, emphasizing
00:14that they run every major AI model across all computing environments.
00:18Despite Google's growing reliance on its own TPUs, NVIDIA stressed that Google is still
00:24a major customer and that demand continues to accelerate both companies' chips.
00:29NVIDIA CEO Jensen Wong also downplayed competitive pressure, noting ongoing collaboration with
00:34Google and confidence in NVIDIA's cutting-edge Blackwell generation.
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