A recent reported partnership between Meta and Google AI, which could see the former spending “billions” on Google AI chips, has been seen as a disruptive move in the AI industry. Nvidia has long been the number one supplier of AI chips for data centers, and it’s the reason why the company has climbed to the top of market cap rankings. The recent news saw Nvidia stock fall by 4%; however, the company has now made it clear that it is still on top.

Nvidia had made it clear that it now considers itself “an AI data center infrastructure company” rather than just a manufacturer of GPUs. There’s no reason to believe this will change any time soon, though it’s interesting to see just a fraction of Nvidia’s control over the AI and data center industry being challenged.

Nvidia congratulates Google, but asserts it is still on top

Nvidia recently posted on X to express its delight for Google’s success, perhaps in the same fashion as an actor exercising good etiquette by applauding the winner of an award they were nominated for. Regardless, Nvidia has bitten back just to remind us all that it still “offers greater performance” than the competition.

Google’s Cloud Tensor Processing Units (TPUs) are application-specific integrated circuits (ASICs) designed for neural networks. Reports of Meta opting for these TPUs for its data centers over Nvidia’s AI solutions seem to have prompted the snappy response.

If Nvidia feels threatened in the slightest, the company has no reason to feel like it is falling behind the competition in any way – quite the opposite. In recent months, we’ve already seen Nvidia partner with OpenAI, with a $100 billion partnership aimed at building at least 10 gigawatts (GW) of AI systems for the ChatGPT creators. That’s about the equivalent of what it takes to power New York City at its peak. Shortly before that, Nvidia also invested $10 billion into Intel, so it’s not being shy.

Nvidia recently reported record Data Center revenue in its Q3 2025 earnings, up 25% from Q2 and up 66% compared to this time last year. The company earned $57.0 billion in total, with $51.2 billion of that from Data Center revenue alone. Gaming revenue accounted for $4.3 billion.

About the Author

Jack Goodall

At PC Guide, Jack is mostly responsible for reporting on hardware deals. He also specializes in monitors, TVs, and headsets and can be found putting his findings together in a review or best-of guide.