Google Targets Nvidia's AI Hardware Dominance with TorchTPU and Meta Collaboration

December 17, 2025
Google Targets Nvidia's AI Hardware Dominance with TorchTPU and Meta Collaboration
  • 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


Get a daily email with more Tech stories

More Stories