Group 1 - Google is attempting to weaken NVIDIA's advantage established through its CUDA software platform and is receiving support from Meta [1] - Google is working to ensure its AI chip TPU runs smoothly with the PyTorch framework, which has been closely tied to NVIDIA's CUDA since its release in 2016 [1] - Google is considering open-sourcing some code to increase customer adoption and has named the project TorchTPU, investing more resources into it [1] Group 2 - The collaboration between Meta and Google aims to create a fast track for software that bypasses CUDA, with Meta providing the application ecosystem (PyTorch) and Google supplying the underlying hardware (TPU) [2] - NVIDIA's leading position in the AI field is difficult to challenge not only due to the strength of its GPUs but also because the CUDA platform has become the "standard language" for AI development [2] Group 3 - A Google spokesperson confirmed the plan and emphasized the commitment to providing a full range of options from models to accelerators and tools for customers [4] - The spokesperson noted the significant and accelerating demand for both TPU and GPU infrastructure, aiming to provide developers with the flexibility and scale they need [4] - Following the news, shares of Google and NVIDIA both fell over 3%, while Meta's stock dropped more than 1% [4]