The Information's TITV Google Battles Nvidia with TPUs and OpenAI With Pretraining, Automating Wall Street | Nov 25, 2025
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Nov 25, 2025 
This discussion features Erin Wu, a technology reporter focused on Google’s TPU strategy, who explains how Google aims to compete with NVIDIA by pitching TPU chips to major players like Meta. Stephanie Palazzolo, an AI reporter, reveals concerns around Google's pretraining advantages with Gemini 3. Finance reporter Miles Kruppa discusses rising debt linked to Oracle’s data centers, while Ron Bencer analyzes the IPO outlook for 2026. Lastly, Chaz Englander, CEO of Model ML, shares insights on automating financial workflows with AI and their recent funding success.
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Google Pitches TPUs For On‑Prem Data Centers
- Google is pitching its TPUs to put in customers' on‑prem data centers, not just in Google Cloud.
- That strategy could win a meaningful slice of NVIDIA's market by targeting secure and high-frequency trading use cases.
NVIDIA's Lead And Google's Counterplay
- NVIDIA retains a big lead because GPUs and CUDA are already optimized for customer use.
- Google hopes Gemini's success and bundled software will attract customers despite TPU integration complexity.
Pre‑Training Enables Stronger Generalization
- Pre‑training gives models broader generalization power that helps them create novel outputs beyond training data.
- That strength explains Sam Altman's concern after Google's Gemini 3 advances in pre‑training.