Nvidia vs Google: Divergence in the AI Hardware Race
- Christopher Garliss
- Dec 16, 2025
- 5 min read
Google’s Gemini 3 update put a spotlight on advances in TPU technology.
Alphabet’s stock surged on Gemini momentum; Nvidia cooled.
Widespread adoption of Nvidia’s Blackwell could reignite GPU training gains and investor confidence.
When we think about artificial intelligence and high‑performance computing, investors tend to focus on two main chipsets: Nvidia’s graphics processing units (“GPUs”) and Google’s tensor processing units (“TPUs”).
These devices are considered the backbone of AI because GPUs and TPUs power the training of large language models (“LLMs”) like ChatGPT, Gemini, and Claude. As a result, they enable billions of daily queries across search engines, recommendation systems, and voice assistants.
Yet, there is an important distinction between the two: GPUs can be — and are — widely adopted across a broad array of platforms, while TPUs have primarily been a Google Cloud product.
As with other new and developing technologies, there are often moments when the media rushes to judgment around product updates. As a result, investors can get caught up in the noise, creating volatility and causing sell‑offs.
Divergence in 2025
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