Google vs. NVIDIA: AI Chip Competition and Investment Insights

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• According to Google TPU vs. NVIDIA GPU Performance Comparison in AI Inference: Google’s TPU v7 achieves 4614 TFLOPS per chip and 42.5 Exaflops cluster computing power, matching NVIDIA’s GB300 but with better energy efficiency.
• Research shows: NVIDIA holds ~80% AI chip market share due to CUDA ecosystem, with Blackwell architecture in production and Rubin series expected in 2026 Top 10 U.S. Chip Companies by Market Cap | AI Chip Competition Heats Up.

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• Reddit users note Google’s TPU+OCS advantages but reliance on NVIDIA for flexibility; Anthropic’s 1M TPU deal validates demand.
• Xueqiu Post argues TPU is closed-stack, lacks CUDA compatibility, so NVIDIA remains core for other companies.

: Google’s technical progress is real but NVIDIA’s CUDA ecosystem is a strong barrier. Short-term NVIDIA leads, long-term Google’s full-stack could challenge. Investment opportunities in supply chains like LITE (Lumentum), Xuchuang (300308), Shenghong (300476), NAND, and energy storage