Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers

Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street's concerns … Source: @nvidianewsroom .

CNBC 2025-11-26 Kif Leswing

Context & Ripple Effects

The reported Meta interest follows Google's effort to pitch TPUs to external customers, moving its in-house accelerator program closer to a direct challenge for data-center deployments outside Google.

Nvidia's response frames Google as both a customer and an emerging rival. Subsequent analysis of Google's TPUv7 Ironwood positioning underscores why a possible Meta deployment has become a meaningful competitive signal.

First-order effects

Nvidia must defend its performance and platform lead publicly while preserving Google as a customer; its “generation ahead” claim directly addresses investor concern over TPU adoption.
Google gains validation for selling TPUs beyond its own infrastructure if Meta proceeds, while Meta would gain a potential alternative source of AI compute.

Second-order effects

A credible TPU option at Meta would increase pressure on Nvidia to compete on the full stack—hardware, software, networking and supply—not solely accelerator performance.
Other large AI buyers could more seriously evaluate second-source compute, especially where dependence on one accelerator supplier constrains procurement or deployment choices.

Third-order effects

If hyperscalers can turn internal chips into products for peers, AI infrastructure could shift from a largely merchant-accelerator market toward more heterogeneous, vertically integrated compute fleets.
The durability of Nvidia's lead will increasingly depend on ecosystem lock-in and execution across generations, while challengers must prove their chips work reliably in customers' existing data centers.

The trend: This is one data point in the shift toward heterogeneous AI compute, as cloud providers seek to commercialize in-house accelerators and buyers seek viable alternatives to a dominant supplier.

Discussion

@nvidianewsroom @nvidianewsroom on x
We're delighted by Google's success — they've made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry — it's the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater performanc…
@lulumeservey Lulu Cheng Meservey on x
Google should post this [image]
@andrew_n_carr Andrew Carr on x
[image]
@jack_raines Jack Raines on x
Is it bearish or bullish when a $4t company's Twitter account is trying to keep the stock price up?
@ivanthek @ivanthek on x
[image]
@ns123abc Nik on x
Jensen right now... [image]
@lulumeservey Lulu Cheng Meservey on x
Compare Jensen's personal communication skills (excellent) vs. the quality of NVIDIA's social and corporate comms (see below) Imagine the difference in vibes if we only got the NVIDIA posts and not the Jensen pain and suffering and chicken and beer videos Founders, go direct
@dvassallo Daniel Vassallo on x
Why would a $4.2T market leader feel the need to post this if they were so unconcerned about Google's AI chips?
@alexinexxx @alexinexxx on x
[image]
@astuyve AJ Stuyvenberg on x
My “we're the most valuable company on earth and are obviously a generation ahead of the competition” t-shirt has people asking a lot of questions already answered by my shirt
@atelicinvest @atelicinvest on x
this is the most beariest shit i've read in a long time
@giffmana Lucas Beyer on x
Sorry, my little one wrote this!
@lulumeservey Lulu Cheng Meservey on x
Odd post, feels defensive and copey It comes off like they're more threatened than expected for some reason Specifically: - focuses the post on Google instead of themselves, so the whole framing is reactive - hollow marketing speak like “does it everywhere computing is done”
@joecarlsonshow Joseph Carlson on x
I'm sorry but this is not even a post to pump Google. Saying “congrats to Google but our product is still better” on X, unsolicited, looks terrible. I have no doubts Nvidias product is better. They're the kings at what they do. But they have to realize how terrible that post
@qcapital2020 @qcapital2020 on x
I dunno boys but having the largest company in the world sending tweets to defend their main product is not very reassuring lol
@nearcyan Near on x
the people have discovered google had an nvidia inside of it
@orphcorp @orphcorp on x
incredible what happens when your co-founder comes back from retirement 2 years ago Google was thought to have missed the train, then Sergey Brin comes back, and now we have nvidia coping publicly
@litcapital @litcapital on x
“We're delighted by Google's success” [image]
@alexeheath Alex Heath on x
Is the world's most valuable company OK
@pitdesi Sheel Mohnot on x
which LLM wrote this? embarassing I've been an Nvidia ultrabull - this doesn't inspire confidence
@skiminok @skiminok on x
Kudos to the unnamed social media intern for giving us all a new NVDA dip to buy. Some heroes stay unsung.
@rahmeljackson @rahmeljackson on x
Nvidia seeing those TPUs [image]
@suchenzang Susan Zhang on x
surely someone at nvidia sees how bad this looks... right? 👀 [image]
@bearlyai @bearlyai on x
On the BG2 podcast in September, Jensen Huang made similar case saying that Nvidia's full AI infrastructure package (chip, networking, data centre) is so efficient that competitors can price their chips at $0 and Nvidia would still be the better option. [video]
@zephyr_z9 @zephyr_z9 on x
The rumors of Nvidia's demise after Meta TPU deal are greatly exaggerated
@trungtphan Trung Phan on x
Nvidia's social media intern at the all-hands meeting tomorrow explaining which chatbot he used to draft this post about Google's TPUs [image]
@zephyr_z9 @zephyr_z9 on x
Why is Nvidia's PR so defensive nowadays??
@birdyword Mike Bird on x
Amazing that this is still up
@beffjezos @beffjezos on x
Imagine being a $5T company and approving a post made of pure distilled copium like this
@amitisinvesting Amit on x
Research scientist at $GOOGL Google DeepMind who works on TPU design about the $NVDA selloff today: “The selloff shows how clueless the market is about hardware and the demand.”
@arjunality @arjunality on x
short everything [image]
@levelsio @levelsio on x
This tweet will go down in time as a very specific moment where things changed for Nvidia
@buccocapital @buccocapital on x
Feels like a tweet that shouldn't have been sent
@tszzl Roon on x
TPUs are obviously bad for NVIDIA. it doesn't take a genius to realize two companies A and B collecting oligopoly margins make far less profit collectively than one company A collecting monopoly margins
@jessicalessin Jessica Lessin on x
A rare Nvidia statement of this kind one day after this @theinformation story detailed—for the first time—how Google plans to sell/rent TPUs outside of Google Cloud. https://www.theinformation.com/ ...
@bubbleboi Bubble Boi on x
If you actually understand how computers work, you will make a ton of money in this market . Nobody in Silicon Valley or Wall Street knows how chips work anymore. Google is taking half of Nvidia's market share and market cap. But the real winner won't be Google it's going to be
@patrickmoorhead Patrick Moorhead on x
All true.
@mweinbach Max Weinbach on x
This is true! A single Ironwood rack (64 chips) is roughly equal to a GB200 NVL72, and GB300 NVL72 is roughly 30-40% faster on my back of napkin math for just memory and FLOPS In real world tasks, idk haven't seen Ironwood tested
@ayazdanb Amir Yazdan on x
@_arohan_ The selloff shows how clueless the market is about hardware and the demand.
@fedemolina Fede Molina on x
This is exactly what you shouldnt do when you are the leader. Acknowledging Google here legitimizes them and amplifies the narrative you are trying to shut down. Very sloppy by the PR team at NVIDIA.
@kylelogiks Kyle Logiks on x
“Congrats Google” “To everyone else, if you want to keep up with Google, you need to buy more gpus”
@barexamtutor @barexamtutor on x
I've been singing Nvidia praises on here since early 2023. https://x.com/... This is a little weird, though. “We're delighted by Google's success. But we're BETTER.” Amazing company, though. It still has as much potential as I thought it might have back in 2023.
@vanshkharidia @vanshkharidia on x
The fact that Nvidia had to acknowledge TPUs speaks volumes, they've never spoken about AMD GPUs this way AFAIK
@mohapatrahemant Hemant Mohapatra on x
Nvidia played a 30+ yr game but not enough has been written about the 10+ yr game Google has played with TPUs. I still remember the 2016 Google i/o when it was launched. The internal funding for it was basically cobbled together from other failed projects that had leftover $s,
@firstadopter Tae Kim on x
Let me get this straight. Nvidia shares are selling off on a report that says Google is hoping for 10% of the AI chip market (emphasis on hoping for, there's no guarantee). Who do you think makes up the other 90% even if that happens?
@bigtechalert @bigtechalert on x
🆕 @nvidia is now following copium
@mgsiegler M.G. Siegler on x
On the plus side, this statement doesn't mention Enron.
@stocksavvyshay Shay Boloor on x
$NVDA just responded to the $GOOGL TPU headlines. Nvidia basically just said “congrats on the TPUs” while reminding everyone it's still a full generation ahead and the only platform that can run every major AI model anywhere it needs to run. [image]
@dratchcap Matt Dratch on x
The “TPUs = bad for NVDA” take is up there with the dumbest yet (maybe worse than DeepSeek) as it *completely misses* what actually happened in just the last 6 weeks. And I will remember *who is who in the zoo*. My view... 1) Demand for AI is bananas (no one can meet demand,
@rihardjarc Rihard Jarc on x
Reports that $META is considering spending billions of dollars on $GOOGL TPUs are causing a splash. Here is why it makes perfect sense for $META to go and use TPUs: 1. $META just saw $NVDA invest and significantly help two of their biggest rivals in the AI labs race: OpenAI and…
@jimcramer Jim Cramer on x
Please remember that the actual vendor on the Google TPU chips is Broadcom and Hock Tan, ceo of Broadcom, is on the board of Meta. The most likely winner here is Broadcom because that is who Meta would contract with....
@carnage4life Dare Obasanjo on bluesky
I would never have imagined that the bear case for Nvidia would be Google building AI chips that would eat into their market share. — The news that Gemini 3 was mostly trained and run on its own TPUs instead of Nvidia GPUs has created a new and unexpected competitor for Nvidia.
r/singularity r on reddit
Meta is considering Google TPUs for their data centers worth billions.

Chronicles