Nvidia released a statement saying that it’s “delighted by Google’s success,” but said that it continues to supply AI chips to the company. The AI giant made the X post in an apparent response to the news that Meta is in talks with Google to rent its Cloud Tensor Processing Units (TPUs) in 2026 and then to purchase them the following year. This news resulted in an increase in stock prices for Alphabet, Google’s parent company, and Meta, but also saw Nvidia take a 3% hit, especially as the market probably saw this as a break on the AI giant’s monopoly on the AI chip market.
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…November 25, 2025
