Bloomberg Intelligence Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks
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Nov 25, 2025 Join Lindsay Dutch, a savvy consumer hardlines analyst, who dives into the ups and downs of Dick's Sporting Goods and Best Buy's strong earnings. Mary Ross Gilbert, a retail expert, shares insights on Kohl's renewed focus on private labels and the contrasting fortunes of Abercrombie and Hollister. Diana Rosero Pena discusses JM Smucker's turbulent results in the packaged food sector and the ongoing tariff impacts. Together, they dissect the latest trends reshaping retail, from sneaker strategies to evolving consumer demands.
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Meta Diversifies Away From Nvidia
- Meta is seeking to diversify AI infrastructure away from sole reliance on Nvidia by exploring Google's TPUs.
- Google’s Gemini model plus TPU efficiency makes Google a viable lower-cost alternative for large-scale inferencing.
Google TPUs Catch Up Technically
- Google’s TPU development reached a seventh generation and performance parity with Nvidia GPUs for many workloads.
- Gemini’s rapid model improvements made Google’s stack attractive for cost-effective token generation and deployment.
Don’t Rely On A Single Chip Vendor
- Diversify suppliers if you plan multi-gigawatt AI expansion to avoid massive single-vendor spend.
- Evaluate token-per-watt and total cost of ownership, not just chip performance, when choosing infrastructure.