Google vs. Nvidia: The AI Hardware Showdown in the Next Phase

• According to Forbes, Nvidia’s Q3 2025 data center revenue hit $51B (~90% of total), with ~80% AI chip market share but facing erosion.
• Google’s TPU Ironwood offers 4x performance improvement, integrated with Google Cloud (32% growth in 2025).
• The shift to inference is critical: Google and AMD focus on energy efficiency for inference tasks.

• Reddit users: Nvidia needs to evolve into an AI platform to sustain valuations; Google’s full-stack ecosystem is a long-term win.
• Xueqiu users: Software/service providers outperform hardware vendors over time; Google’s data flywheel and ad revenue drive AI investment.

Nvidia leads today, but Google’s integrated approach positions it for AI’s next phase. Short-term: Nvidia benefits from infrastructure spending; long-term: Google gains from AI-driven efficiency and monetization.