Google vs Nvidia: AI Chip War Splinters the Market as Meta Eyes Google TPUs and Nvidia Claims It’s “A Generation Ahead”
The battle for the future of artificial intelligence hardware intensified on Wednesday, November 26, 2025, as new details emerged about Meta’s talks to use Google’s in‑house AI chips, Nvidia defended its dominance in unusually blunt terms, and investors continued to reshuffle their bets in what had long been a one‑way “Nvidia trade”. mint+2TrendForce+2 The Wall Street Journal first framed the shift as an “AI trade” that is splintering: Alphabet is powering toward a $4 trillion valuation, even as Nvidia — until recently the world’s most valuable company — sees its stock wobble and its narrative challenged. mint+1 Key points Meta–Google talks redraw