Prof G Markets Google vs. Nvidia: Is the AI Chip King Finally Under Threat?
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Nov 26, 2025 
Patrick Moorhead, CEO of Moor Insights & Strategy, discusses the implications of Meta's potential billion-dollar deal for Google's AI chips and the competition in the chip market. He also explains the differences between TPUs and GPUs, highlighting Nvidia's flexibility amidst stock fluctuations. Santiago Roel Santos, founder of Inversion, analyzes the recent drop in Bitcoin prices, attributing it to profit-taking and liquidity issues, while predicting a bright future for stablecoins and Bitcoin's status as a macro hedge.
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TPUs Threaten But Don't Obliterate GPUs
- Google opening TPUs to other companies challenges NVIDIA's GPU dominance by offering a focused, efficient alternative.
- Patrick Moorhead says the market is hedging bets across GPUs, TPUs, and XPUs to keep suppliers honest.
ASICs Trade Flexibility For Efficiency
- TPUs are ASICs: more power-efficient and purpose-built but less flexible than GPUs.
- Patrick Moorhead explains ASICs typically trade off flexibility for efficiency on specific workloads.
NVIDIA Keeps A Performance Edge
- NVIDIA still offers greater versatility and fungibility versus TPUs for many AI workloads.
- Moorhead acknowledges NVIDIA likely delivers higher rack-level performance despite TPU advances.