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Google Has Two New Weapons in Its Fight Against Nvidia

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Google Has Two New Weapons in Its Fight Against Nvidia

It seems like Google has no problem kicking a horse when it’s down.

The tech giant announced Monday two new versions of its existing AI chip systems, designed to offer stronger security and handle more demanding AI workloads.

The news comes just days after Nvidia CEO Jensen Huang, whose company dominates the AI chip market, admitted to having an affair with a woman suspected of being a Chinese spy.

Nvidia’s board of directors has since launched an independent investigation into the matter. The company said it has no reason to believe national security or company secrets were compromised.

Nvidia stock was down roughly 5.6% at the time of writing on Monday.

Google first unveiled its eighth-generation Tensor Processing Units (TPUs), custom-made AI processors, back in April.

The company has been developing its own TPUs for more than a decade, initially for tasks like voice recognition and translation. Today, they’re used to train and run Google’s Gemini AI models, power its Google Cloud business, and as of recently being sold to customers for use in their own data centers.

Google Chief Technologist and Senior Vice President of AI and Infrastructure Amin Vahdat wrote in a blog post Monday that the two newest systems were designed in part based on feedback from outside customers about their specific needs.

“With computing moving from human to agent scale, businesses are asking for accelerators that can reason across AI models’ massive context windows,” wrote Vahdat.



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