How Google’s TPUs May Give Nvidia a Run for Its Money: QuickTake

Nov. 25, 2025, 6:53 PM UTC

For as long as Nvidia Corp. has dominated the market for artificial intelligence chips, customers have made clear they’d like to see more competition. It turns out one of the most formidable alternatives may have been hiding in plain sight.

Google released its tensor processing units a decade ago to help speed up the company’s web search engine and boost efficiency. They were later adapted for machine learning tasks in Google’s AI applications.

Now the company is securing major deals for TPUs, suggesting they may be a credible alternative to Nvidia’s AI accelerators for training and operating today’s complex large ...

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