Nvidia Stock Drops. Why Google Is a Growing Threat.

Core Insights - Google has developed its Gemini 3 large-language model utilizing tensor processing units, raising concerns among Nvidia shareholders regarding potential competition in the AI hardware space [1] Group 1 - The introduction of Gemini 3 signifies Google's commitment to advancing its AI capabilities, which may impact Nvidia's market position [1] - The use of tensor processing units by Google could lead to increased efficiency and performance in AI applications, challenging Nvidia's dominance in the GPU market [1]