Nvidia Reasserts AI Dominance With Blackwell GPUs

Benzinga

Nvidia pushed back on concerns that Google’s AI chips threaten its lead, saying its platform remains a generation ahead and runs every major AI model across all environments. The company noted Google is still a customer and that Gemini runs on Nvidia GPUs, while arguing Blackwell offers more flexibility than Google’s ASIC-based TPUs. Nvidia expects demand to rise as scaling laws continue to hold.

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00:00It's Benzinga bringing Wall Street to Main Street.

00:02NVIDIA said its technology remains a generation ahead of the industry as it addressed concerns

00:07that Google's AI chips could threaten its dominance in AI infrastructure, according to CNBC.

00:13The chip giant said it continues to supply Google and maintains that its platform remains a

00:17generation ahead by running every AI model across all computing environments. The statement followed

00:23a 3% share drop after reports that Neta might partner with Google to use its tensor processing

00:28units for data centers. NVIDIA said its Blackwell GPUs offer more performance and flexibility

00:33than ASIC chips such as Google's TPUs, which are designed for a single company or function.

00:40NVIDIA CEO Jensen Huang said Google remains a customer and noted that Google's Gemini model

00:45can run on NVIDIA GPUs. He said Demi's Hasabis recently affirmed that scaling laws remain intact,

00:52which NVIDIA believes will increase future demand for its chips.

00:55For all things money, visit Benzinga.com.

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