Core Viewpoint - Nvidia asserts its technology remains a generation ahead of the industry in response to Wall Street concerns regarding Google's AI chips potentially threatening Nvidia's dominance in AI infrastructure [1] Group 1: Company Positioning - Nvidia expresses satisfaction with Google's achievements in AI, indicating a willingness to continue supplying products to Google [1] - The company claims to be the only platform capable of running all AI models across various computing scenarios, highlighting its competitive edge [1] Group 2: Competitive Landscape - Reports suggest that Meta, a significant customer of Nvidia, may enter an agreement with Google to utilize Google's Tensor Processing Units (TPUs) in its data centers [1] - Nvidia emphasizes that its chips are more flexible and powerful compared to ASIC chips like Google's TPUs, which are typically designed for single companies or specific functions [1]
英伟达:我们的GPU比谷歌的AI芯片领先一代