Meta planned to use Google\u2019s chips in its data centres<\/a> in 2027. Google declined to address the specific plans, but said that its cloud business is \u201caccelerating demand\u201d for both its custom TPUs and Nvidia\u2019s graphics processing units. \u201cWe are committed to supporting both, as we have for years,\u201d a spokesperson wrote in a statement.<\/p>\nMeta declined to comment on the report on Monday night.<\/p>\n
\u201cWe\u2019re delighted by Google\u2019s success,\u201d a spokesperson for Nvidia said in a statement on Tuesday. \u201cThey\u2019ve made great advances in AI, and we continue to supply to Google.\u201d The spokesperson added: \u201cNvidia is a generation ahead of the industry \u2013 it\u2019s the only platform that runs every AI model and does it everywhere computing is done.\u201d<\/p>\n
Analysts read the Meta news as a signal of Google\u2019s success. \u201cMany others have failed in their quest to build custom chips, but Google can clearly add another string to its bow here,\u201d Ben Barringer, head of technology research for Quilter Cheviot, wrote in an email.<\/p>\n
Gemini 3 Pro has risen to the top of closely watched AI leaderboards on LMArena and Humanity\u2019s Last Exam. Andrej Karpathy, a founding member of OpenAI, said it\u2019s \u201cclearly a tier 1 LLM,\u201d referring to large language models. Google pitched the model as one that can solve complex science and math problems, and address nagging issues \u2014 such as generating images and overlaid text with incorrect spelling \u2014 that might deter enterprise customers from adopting AI services more widely.<\/p>\n
Consumer interest is harder to gauge. Google said last week that 650 million people use its Gemini app. OpenAI recently said ChatGPT hit 800 million weekly users. As of October, Gemini\u2019s app had 73 million monthly downloads, well shy of ChatGPT\u2019s 93 million monthly downloads, according to research firm Sensor Tower.<\/p>\n
Google is an advertising behemoth, but it has historically struggled to find other commercial models. Its cloud business reported third-quarter revenue of $US15.2 billion, up 34 per cent from the prior year. Still, that remains in third-place behind Microsoft and Amazon Web Services, which posted more than double Google\u2019s cloud sales in the most recent quarter. Counterpoint Research\u2019s Shah said Google\u2019s AI adoption with enterprises lags Microsoft and Anthropic.<\/p>\n
Meanwhile, OpenAI is targeting profits by selling a premium version of ChatGPT and adjacent software to companies. It\u2019s cutting deals with chipmakers from Broadcom to Advanced Micro Devices to Nvidia to support its AI ambitions.<\/p>\n
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Google\u2019s TPUs are mostly attractive to a handful of companies with big computing bills, like Meta and Anthropic, said Meryem Arik, CEO of the AI startup Doubleword.<\/p>\n
And the chip industry is \u201cnot a zero-sum game with just one winner,\u201d said Barringer.<\/p>\n
For one, AI developers can only access Google\u2019s chips through the company\u2019s own cloud service. They can use Nvidia\u2019s graphics processing units, or GPUs, more flexibly. \u201cAs soon as you use TPUs, you\u2019re locked into\u201d the Google cloud ecosystem, said Arik.<\/p>\n
Being tied to a single supplier might have been something companies avoided. That\u2019s no longer the case for Google, thanks to its advances in AI.<\/p>\n
\u201cIt\u2019s definitely fair to say that Google is back in the game with Gemini 3,\u201d said Thomas Husson, analyst at Forrester. \u201cIn fact, to paraphrase a quote attributed to Mark Twain, reports of Google\u2019s death have been widely exaggerated, not to say irrelevant.\u201d<\/p>\n
Bloomberg<\/p>\n
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