00:03NVIDIA's stock suffered after a recent report mentioned an AI chip deal between tech giants Google and Meta.
00:10NVIDIA, now one of the leading AI chip makers, could reportedly soon see its own customer, Google, become a competitor.
00:17Let's take a closer look at the details of the reported deal and what it means for these tech giants and their future in AI.
00:23As per a report from the information, Google is in talks with Meta for the Facebook parent company to spend billions on its TPUs.
00:31While Meta's AI developers already use these chips through Google Cloud, the TPUs still belong to Google, confined within Google's own data centers.
00:40However, after the reported deal, Meta may use Google's TPUs housed in its own data centers.
00:47Following this report, the NVIDIA stock fell 2.6% on Tuesday.
00:50Meanwhile, NVIDIA's rival AMD's stock price also dropped by over 4% following the report.
00:58While NVIDIA and AMD focus on graphics processing units, Google's TPUs function differently and may not pose as significant a threat to NVIDIA's stock price.
01:08TPUs are ASICs meaning they cannot be used in the same versatile way as GPUs.
01:13So, although the deal might appear to give Google and Meta an edge in advancing AI, the reality may be more limited.
01:18Companies like Amazon and Microsoft also have their own AI chips.
01:23Amazon reportedly completed a massive data center project a month ago and said that the AI safety and research company Anthropic will use 1 million of its chips by the end of 2025.
01:34However, the company earlier announced its expanded use of Google's TPUs as it continues to push the boundaries of AI research and product development.
01:42In the rat race of AI chips, Amazon and Google's ever-expanding partnerships with AI firms are constantly putting pressure on NVIDIA, which currently maintains the largest dominance in the AI chip market.
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