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- 🤑 Google’s TPU DeathNote to Nvidia Margins
🤑 Google’s TPU DeathNote to Nvidia Margins
Meta & Anthropic Flirt with Google’s Bar(gain)s
Wendy
November 27, 2025
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Google isn’t trying to beat Nvidia with faster chips, it’s going for the kill with cheaper ones. The billion-dollar TPU shift that could rewrite the rules of AI infrastructure.
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TL;DR: Google isn’t trying to out-benchmark NVIDIA. It’s trying to make AI compute cheap enough to win the market by default.
There’s been buzz lately that Meta and Anthropic may spend billions on Google TPUs. That’s got NVIDIA nervous cause that kind of shift could shave 10% off NVIDIA’s AI revenue over time. And they’re fighting back.
They’re pointing at TPUs, Google’s custom AI chips, and calling them locked-in, narrow-purpose, inflexible. Meanwhile, NVIDIA GPUs + CUDA:
Work with nearly any model, anywhere
Can handle training + inference
Run on any cloud or on-prem setup
Basically: “We’re the default platform.” Instead of trying to win benchmarks, Google’s cutting out the middlemen:
TPUs are built in-house & sold through Google Cloud at cost
Unlike NVIDIA’s ~70% markup, they own the entire stack: chips → data center → software → apps
That means they can underprice everyone else, and still make money through other services. If 90%+ of spend goes to inference, then the only thing that matters is cost-per-token at scale. And that’s Google’s whole plan.
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AI CHART
Not DeepMind’s AlphaMissense made headlines for flagging potentially harmful DNA mutations, Harvard Medical School dropped a new contender: popEVE.
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