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Nvidia falls as AI chip rivalry with Google escalates

Meta Platforms is in talks to spend billions on Google’s AI chips, The Information reported, adding to a months long share rally as the search giant has made the case it can rival Nvidia as a leader in artificial intelligence technology.

A deal would signal growing momentum for Google’s chips and long-term potential to challenge Nvidia’s market dominance, after the company earlier agreed to supply up to 1 million chips to Anthropic PBC.

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    Original URL: https://www.afr.com/technology/nvidia-google-ai-chip-rivalry-escalates-on-report-of-meta-talks-20251126-p5nift