VC10X - Investing, Venture Capital, Asset Management, Private Equity, Family Office VC10X Micro - The AI Chip War: Meta Chooses Google Over Nvidia!? ($4T at Stake)
Nov 27, 2025
Nvidia finds itself in hot water as it releases an unusual defensive tweet amidst reports that Meta is negotiating to use Google's AI chips instead. This shift poses a serious threat to Nvidia's dominance in the GPU market. The discussion reveals how Google's TPUs are more energy-efficient and faster, prompting Meta to prioritize cost-saving technology due to its massive infrastructure spending. As Nvidia's monopoly weakens, the podcast unpacks the implications of these changes in the fast-evolving landscape of AI hardware.
AI Snips
Chapters
Transcript
Episode notes
Public Tweet Signals Defensive Moment
- Nvidia publicly tweeting about a competitor signals weakness rather than strength.
- Prashant Choubey interprets the tweet as a defensive flinch, not confident boasting.
Meta Seeks Google TPUs
- On Nov 24, 2025, reports said Meta is negotiating to lease and buy Google's TPU chips.
- Prashant frames this as Mark Zuckerberg trying to reduce dependence on Nvidia.
GPU Versatility vs TPU Efficiency
- Nvidia's claim that "NVIDIA offers greater performance than ASICS" targets Google's TPUs directly.
- That line exposes the core tension: GPUs' versatility versus ASICs' efficiency.