Nvidia’s Closest Friends Just Got Cozy With Google - Alphabet (NASDAQ:GOOGL), NVIDIA (NASDAQ:NVDA)

Nvidia’s Closest Friends Just Got Cozy With Google - Alphabet (NASDAQ:GOOGL), NVIDIA (NASDAQ:NVDA)

Google strikes at Nvidia's GPU rental network by funding and hosting TPUs in third-party data centers, signaling a serious bid for AI infrastructure.

The $900 Billion Google Business NVIDIA Fears

Google is stepping up its push into the AI hardware business, taking aim at NVIDIA with its proprietary Tensor Processing Units (TPUs). The company has begun courting smaller cloud providers such as Fluidstack, Crusoe and CoreWeave to host TPUs, offering an alternative to NVIDIA’s dominant chips. According to D.A. Davidson analysts, cited by MarketWatch, combining Google’s TPU business with its DeepMind AI research unit could be valued at around…