Meta considers Google AI chips, challenging Nvidia’s dominance. Discover how this shift could impact NVDA, GOOG, and AMD stock trends.

Nvidia has been subject to criticism over circular AI deals — as the leading AI chipmaker has invested in its own customers — with the famed "Big Short" investor Michael Burry recently betting on the company's decline and claiming the AI market is like the dot-com bubble.

Nvidia (NASDAQ:NVDA) shares fell about 4% in early Tuesday trading after reports that Meta (META) is in talks to use Google's tensor processing units, or TPUs, in data centers starting in 2027. The Information first reported the discussions,

Following reports that tech giant Meta ($META) might start using Google’s ($GOOGL) AI chips, chipmaker Nvidia ($NVDA) responded by stating that it

Nvidia has addressed market concerns following reports that Meta is exploring the use of Google’s tensor-processing units for AI workloads.

Nvidia shares plummeted over 3% after reports emerged that Meta Platforms is negotiating to spend billions on Google's AI chips, signaling a significant challenge to Nvidia's dominance in the AI chip market.

Discover how Alphabet Inc.'s custom AI chips challenge Nvidia's market lead, reshape industry dynamics, and create opportunities. Click for this GOOG update.

A deal to use Google’s TPUs for Meta’s AI models could be worth billions and eat into Nvidia’s dominant market share.

Meta’s interest in Google AI chips lifts Alphabet to new highs and pressures Nvidia, as Berkshire’s investment fuels a 22% monthly rally.

On a day when the tech sector is doing its best to prop up market sentiment, some of its biggest names are lagging behind. Nvidia (Nasdaq: NVDA), Advanced Micro Devices (Nasdaq: AMD) and Super Micro Computer (Nasdaq: SMCI) are all under pressure as competition intensifies in the white-hot AI revolution.