This year, we are seeing is perhaps the biggest generational change in Nvidia we’ve ever witnessed, with a new CPU, a new GPU ...

Dec 17 (Reuters) – Alphabet’s Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world’s most widely used AI software framework, in a move ...

Nvidia tried to tamp down fears of Google coming for its chip business. A report of Google talking with Meta about chips for its data center sent Nvidia shares falling. "NVIDIA is a generation ahead ...

Nvidia lost billions of dollars from its market value after a report claimed that Meta, the parent company of Facebook and ...

Meta is in talks to shift part of its AI infrastructure to Google-made chips, instead of ones made by Nvidia, in a deal worth billions of dollars that could permanently upend the world of tech.

Last week, The Information reported that Meta is in talks to buy billions of dollars’ worth of Google’s A.I. chips starting in 2027. The report sent Nvidia’s stock sliding as investors worried the ...

AI coding startup Cursor is now valued at $29.3 billion, nearly twelve times what it was in early 2025. New investors include Alphabet Inc.’s Google and Nvidia Corp. Cursor unveiled its in-house AI ...

Nvidia maintains a strong moat in AI hardware despite Google's Gemini 3 Pro TPU advancements, with its CUDA ecosystem and more general-purpose GPUs. The chip maker's robust sales growth, high ...

Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily’s newsletter. The market is acting like Google is coming for Nvidia. Alphabet’s ...

Stephen Witt - the author of a biography on Nvidia CEO Jensen Huang said: "If Google ends up winning this AI race ... Nvidia will be in trouble." Broadcom's Q4 supports that statement. Google's AI ...