Much of Google's AI software doesn't run on industry-standard Nvidia chips, but instead on its own tensor processing units.

The venture capital arms of Nvidia and Google have backed Swedish startup Lovable in a $330 million Series B round that values the vibe coding platform at $6.6 billion. The investment triples ...

Shares of Nvidia fell 3% after a report that Meta, one of Nvidia's key customers, could strike a deal with Google to use its tensor processing units for its data centers. Nvidia responded in a ...

The rivals made billions of dollars in the business over the past year, showing other companies that Nvidia isn’t the only game in town.

Efforts to stem large AI developers’ dependence on the company are picking up speed, though the chipmaker’s dominance remains ...

Nvidia tried to tamp down fears of Google coming for its chip business. A report of Google talking with Meta about chips for its data center sent Nvidia shares falling. "NVIDIA is a generation ahead ...

Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily’s newsletter. The market is acting like Google is coming for Nvidia. Alphabet’s ...

Google (GOOG) (GOOGL) is working to lessen Nvidia's (NVDA) advantage with its CUDA software platform, with some help from Meta Platforms (META), Reuters reported. The search giant is attempting to get ...

Nvidia (NVDA) is the global AI chip leader, but word that Google (GOOG, GOOGL) could sell some of its own AI chips to Meta (META) has raised concerns that one of its biggest clients is becoming a ...