日经中文网·2025-11-27 02:53Core Viewpoint - The dominance of NVIDIA in the AI semiconductor market is being challenged as Meta considers adopting Google's high-performance AI semiconductor, TPU, indicating a potential shift in market dynamics [2][4]. Group 1: Market Dynamics - NVIDIA holds approximately 80% market share in the AI semiconductor market for data centers in 2024, establishing itself as the de facto standard for AI development [7]. - Google's TPU, which has been used internally since its first generation in 2015, is now being considered for external supply to companies like Meta, potentially disrupting NVIDIA's market position [4][9]. Group 2: Technological Developments - Google's latest large language model, Gemini 3, developed using TPU, has outperformed OpenAI's leading technology in external performance evaluations, suggesting that high-performance AI can be achieved without relying on NVIDIA's expensive GPUs [5]. - The seventh generation of TPU, released in April 2025, focuses on generative AI and reducing power consumption, showcasing ongoing advancements in Google's semiconductor technology [4]. Group 3: Competitive Responses - In response to the emergence of TPU, NVIDIA has publicly asserted its leading position in the industry, emphasizing superior performance, versatility, and compatibility compared to other AI semiconductors [8]. - The potential collaboration between Google and Broadcom on TPU design may further influence the semiconductor industry's competitive landscape, as companies seek alternatives to NVIDIA's high-cost products [9].