Alphabet is questioning the supremacy of IA chips in Nvidia dangerously undermining his market value. Also, more technically, thanks to the IA chip at Google Alphabet is starting to corner the Multipurpose GPU from Nvidia created for graphics and considered the best by professionals, gamers and AI developers, with its Custom TPUs considered more competitive due to their high energy efficiency and for the speed that show moles well-targeted workloads especially in sectors that operate on a large scale.
Even Wall Street last week she noticed it and changed horses: causing her to suffer a lot Nvidia shares and at the top instead those of Alphabet. For years, Nvidia was the backbone of the artificial intelligence revolution. Its GPUcombined with its powerful software Cudathey made the company undisputed leader in the development of artificial intelligence.
The new Gemini 3 model
But now the new Alphabet model Gemini 3which runs entirely on infrastructure TPU on Googleis proving to be just as good if not the best, or in any case the least expensive and often the fastest, especially in healthcare or in other large sectors. Unlike Nvidia, which sells a chip multiusoGoogle plans the TPU like a application-specific integrated circuit (ASIC)which is disposable and offers AI performance per dollar estimated to be up to four times higher than those of Nvidia, mainly because it is cheaper to develop and consumes much less power energy.
Meta evaluates Google’s TPUs and Wall Street’s reaction
Meta Platforms is currently considering investing billions of dollars in TPU on Google for his data centerpotentially starting from 2027. And last Tuesday this very news on the relationships between Med from Lesp they triggered a Wall Street a downward swing on Nvidia titles and bullish on those Alphabetsparking a media ‘uproar’ between the two big del tech on the leadership nell’IAto the point that according to some analysts, cited by Financial Times, Gemini 3 may have “reset” the “chessboard”. AI hierarchy“, constituting a turning point similar to that of “DeepSeek”, the Chinese AI startup whose appearance in January triggered a sharp sell-off for i US technology groupsincluding Nvidia.
The battle for market capitalization
Furthermore the head to head Between Alphabet and Nvidia it wasn’t just about technology but also about wealth of the two groups. In the last three months a Wall Streetthe Sultrformance of Alphabet compared to Nvidia it was of 50%something impressive, since we are talking about the number one company (Nvidia) and of that number three (Alphabet) to the world for capitalizationwithin a panorama, that of ‘Magnificent Seven‘, which is currently at stratospheric levels thanks toIA but also subjected to verification, for its own excessive ratingsand to continue quantitative changes regarding the market value. This summer Nvidia capitalized 2 trillion dollars above Alphabet, a gap that has rapidly narrowed, especially in recent weeks, so much so that now between these two ‘big’ players the difference has dropped drastically and stands at around 400 billion dollarsso long as Alphabetwith his TPU ‘Chinese model’has recovered a lot and according to analysts, in terms of market capitalization the situation could soon be reversed to the advantage of Google holding company and to the detriment of Nvidia.