Google has been crushing it lately in many departments, but one of those areas is in its

TPUs, an alternative to Nvidia's GPUs for training AI models, and they've actually used it

in their latest Gemini 3 model. With all of this happening, shares of Nvidia have just fallen

3% because a report came out that said meta, one of Nvidia's huge customers, is possibly going

to strike a deal with Google to use

its TPUs, its tensor processing units for data centers.

Due to this, NVIDIA's stock fell 3%.

And V-Briac came back with their own response.

Today on the podcast, I want to talk about the state of the AI chips market.

Invita has a massive lead, but can they maintain that lead?

And is Google the sleeping giant that's going to not just come out of nowhere and ring up tons of users in the AI space for their chat bot Gemini, but maybe also challenge Nvidia in a major way on the chips. We're going to get into all of that. Before we do, I wanted to say, if you want to try any of the AI models that I mentioned on the show today, I would love for you to try out my startup, which is AIbox.a.I. You get access to over 40 of the top models, everything from Gemini to Claude to OpenA.I. To 11 labs for audio, tons of cool image models. And it's all on one platform for $20 a month. You can chat with all of the models in the same chat thread and compare the responses

side by side. If you want to go check it out, it is AIbox.a.I. I'll leave a link in the

description. All right, let's get into what Nvidia said. So with all of the news,

Nvidia stock falling after this kind of rumored report of meta and Google striking up a big TPU processing deal.

NVIDIA has come back and said that its GPUs are a generation, quote unquote, ahead of Google's

AI chips. Invia put out the statement on Thursday, and this is as NVIDIA has more than 90% of

the market for AI chips with its graphic processing units.

This is essentially what analysts are looking at and saying, but Google's in-house chips

have gotten increased intention because of how viable of an alternative there.

They're powering the second biggest model, which is Gemini 3, in the entire world right now.

So due to all of this, Nvidia is trying to maintain that it has a superior chip. And I don't think this is

really something that everyone will argue with. Google says that their TPUs have a better

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