Nvidia is usually the company other firms have to respond to. Not the other way around. But on Tuesday, the $4 trillion chipmaker did something rare: It took to X to publicly defend itself after a report suggested that one of its biggest customers, Meta, is considering shifting part of its AI infrastructure to Google’s in-house chips, called TPUs.
The defensive move came after Nvidia stock fell over 2.5% on the news, and near the close, while shares of Alphabet—buoyed by its well-reviewed new Gemini 3 model, which was acclaimed by well-known techies such as Salesforce CEO Marc Benioff—climbed for a third day in a row.
