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Google pitches AI chips to Nvidia cloud partners, sparking quiet chip rivalry

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Google has been actively marketing its Tensor Processing Units to neoclouds, startups that rent out AI computing power, in a direct challenge to Nvidia's dominance in the AI chip market. The move came to Nvidia's attention when Google reportedly held talks with Nscale, a cloud firm that partners with Nvidia. According to The Information, Nvidia responded by allegedly offering financial incentives to Nscale to discourage interest in Google's TPUs. Nscale has denied receiving any such offer from Nvidia. The episode highlights the intensifying competition between the two tech giants over control of the AI chip supply chain.

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