Google Targets Nvidia's AI Hardware Dominance with TorchTPU and Meta Collaboration
December 17, 2025
The deals represent interconnected financing and partnerships fueling the AI boom, fueling concerns about a possible market bubble and stock-price swings.
Alphabet’s workforce stands at about 190,167 employees, underscoring the company’s scale.
The competition among Google, Nvidia, and Meta to control AI hardware backbones could shape long-term innovation, investment flows, and the global tech landscape.
Alphabet’s net sales are geographically distributed with the US at about 48.7%, the Americas at 5.8%, EMEA at 29.2%, and Asia-Pacific at 16.3%.
Alphabet operates Google Fiber, highlighting its diversified technology footprint beyond core services.
Google is advancing TorchTPU to make its Tensor Processing Units more compatible with PyTorch, aiming to loosen Nvidia’s hardware dominance in AI.
A collaboration with Meta could involve Google-manages TPU access expanding Meta’s use beyond Google Cloud as both sides seek broader AI hardware options.
Google is weighing open-sourcing parts of the software to accelerate customer adoption and reduce barriers to AI infrastructure.
Alphabet’s stock has shown intraday volatility around the announcements, reflecting mixed market sentiment.
Slate Auto reports 150,000 reservations for its affordable mid-$20,000 EV truck, signaling traction for low-cost electric vehicles amid EV market fluctuations.
Google’s structure centers on six main areas, including Google Search, YouTube, Nest, Calico, Google X, and investment arms Google Ventures and Google Capital.
Marketscreener provides a profile for Alphabet, offering financial and organizational context referenced in coverage.
Summary based on 13 sources
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Sources

Yahoo Finance • Dec 17, 2025
Exclusive-Google works to erode Nvidia's software advantage with Meta's help
Business Standard • Dec 17, 2025
Google works to erode Nvidia's software advantage with Meta's help
Semafor Logo • Dec 17, 2025
US tech giants team up to counter Nvidia’s chip lead