Nvidia vs. Google. The AI chips battle is about to take a twist

Nvidia stock is closing in on its all-time closing high of just over $207 despite a report of new AI chip announcements from Google.

Marvell gains on Google deal

Marvell Technology shares rose nearly 6% after reports that Google plans to use the company for two new AI chips, potentially including a tensor processing unit and memory processing unit. Broadcom shares fell ~2% on the news.
DIGITIMES

Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to Nvidia's dominant GPUs—particularly as the industry shifts from training large models to running them in real-world applications.
Crypto Briefing

Google challenges Nvidia’s AI chip dominance with new TPUs

Google launches new TPUs to compete with Nvidia. Nvidia largest company by market cap on June 30 at 86.5% YES.
TweakTown

Google's AI hardware push could challenge NVIDIA's dominance

Google is in talks with US chipmaker Marvell Technology to develop two new chips: a memory processing unit and a TPU built for running AI models.
DIGITIMES

Google's chip revisions raise questions for MediaTek's growth plans

Recent reports suggest that Google has once again made engineering changes to its Tensor Processing Unit, or TPU, pushing the chip's tape-out to around mid-2026. The product in question—known as the v8x and designed by MediaTek—has raised fresh concerns about whether MediaTek can scale its application-specific integrated circuit,
Android

Tensor G5 SoC Brings Biggest Leap Yet in Google Silicon

The Google Tensor G5 has been announced, and the company claims that it brings the biggest leap in performance yet, as far as Tensor chips are concerned. This is the first TSMC-made Tensor chip with a notably more powerful TPU, an upgraded ISP, and more.