程序员的那些事·2025-11-26 09:27Core Viewpoint - Nvidia has responded to market concerns regarding its dominance in the AI chip sector, emphasizing its leading position and the versatility of its platform compared to Google's TPU [1][3]. Group 1: Nvidia's Position - Nvidia claims it is a generation ahead of the industry, being the only platform capable of running all AI models across various computing environments [3]. - The company highlights that its offerings provide higher performance, versatility, and replaceability compared to ASICs designed for specific AI frameworks, such as Google's TPU [3]. Group 2: Google's Developments - Google has made significant strides in AI, recently launching the Gemini 3 language model, which is trained using its proprietary TPU, challenging the previous reliance on Nvidia's GPUs for training large AI models [3]. - Although Google does not sell TPUs directly, it offers them for rent through Google Cloud, with internal executives suggesting that increased TPU adoption could potentially capture 10% of Nvidia's annual revenue [3]. Group 3: Market Reactions - Reports indicate that Nvidia's key client, Meta, may be negotiating to use Google's TPU in its data centers, which has negatively impacted market confidence and led to a drop in Nvidia's stock price by over 7% [3].