VentureBeat had this piece about ‘Google’s TPUs reshaping AI economics’, which asserts that Google’s basically proving you don’t need to be stuck in NVIDIA’s CUDA ecosystem to play the AI game. Google’s new TPU chips are already powering their competitive LLM (like Gemini), image (like Nano Banana and Veo) and other models, this means that their specialized AI hardware can handle the massive computational requirements without needing traditional GPUs.
So, this might not be the “AI bubble bursting” moment everyone keeps waiting for. It is more likely the beginning of NVIDIA’s reality check, when other tech giants start building their own hardware to break free from dependency, the whole NVIDIA-centric economics of AI start looking… less inevitable.
The AI revolution still seems on schedule, but who actually controls the hardware that it runs off, is more up for grabs than Nvidia’s stock price would suggest.
You can read the entire VentureBeat’s article here:
How Google’s TPUs are reshaping the economics of large-scale AI
