Much of Google's AI software doesn't run on industry-standard Nvidia chips, but instead on its own tensor processing units.

The venture capital arms of Nvidia and Google have backed Swedish startup Lovable in a $330 million Series B round that values the vibe coding platform at $6.6 billion. The investment triples ...

Shares of Nvidia fell 3% after a report that Meta, one of Nvidia's key customers, could strike a deal with Google to use its tensor processing units for its data centers. Nvidia responded in a ...

The rivals made billions of dollars in the business over the past year, showing other companies that Nvidia isn’t the only game in town.

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 ...

Efforts to stem large AI developers’ dependence on the company are picking up speed, though the chipmaker’s dominance remains ...

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 ...

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 ...

Nvidia (NVDA) is the global AI chip leader, but word that Google (GOOG, GOOGL) could sell some of its own AI chips to Meta (META) has raised concerns that one of its biggest clients is becoming a ...

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 ...