In its latest statement, technology giant Nvidia emphasized that its GPU architecture is still a generation ahead of its competitors in the industry, in response to the growing competition from Google’s TPUs, its Artificial Intelligence (AI) chips.

Nvidia is confident

This confident statement from the company comes on the heels of a nearly 3 percent drop in Nvidia shares following Wall Street reports that Meta may turn to Google’s TPUs for its data centers.

In a message shared on the X social media platform, Nvidia expressed its appreciation for Google’s advancements and even stated that it continues to supply hardware to Google.

However, the company reiterated its core claim: “Nvidia is a generation ahead of the industry. It is the only platform that runs every AI model and does so wherever computation takes place.” With this statement, Nvidia highlighted the flexibility and broad compatibility of its GPU ecosystem.

The company stated that its latest GPUs, featuring the Blackwell architecture, offer higher performance, greater flexibility, and versatility compared to ASIC (Application-Specific Integrated Circuit) chips like Google’s TPU series, which are designed exclusively for its own infrastructure.

Nvidia argued that ASIC accelerators are optimized for a specific function or application, and therefore lack the versatility and adaptability of GPUs in addressing a wide range of models.

Analysts note that Nvidia holds the undisputed leadership position in the AI ​​chip market with over 90 percent share. However, Google’s increasingly powerful TPU solutions have become a more visible competitive factor for Nvidia, especially in recent weeks.

TPUs are not purchased externally; they can simply be leased through Google Cloud, and Google’s cutting-edge AI models are trained entirely on these hardware.