The Beginning of the End for Nvidia’s AI Monopoly? Google TPU Deal with Meta Explained Nvidia Asserts It Remains “A Generation Ahead” as Google-Meta AI Chip Deal Rumders Shake Markets Nvidia, the world’s most valuable publicly traded company, has pushed back strongly against growing speculation that its near-monopoly on high-performance artificial intelligence (AI) accelerators is under serious threat, declaring itself “a generation ahead” of all competitors. The statement came after Nvidia’s share price dropped almost 6% on Tuesday 26 November 2025, wiping roughly $180–200 billion off its market capitalisation in a single session. The sell-off was triggered by a Bloomberg report claiming that Meta Platforms is in advanced talks to spend tens of billions of dollars on Google’s in-house Tensor Processing Units (TPUs) to power large-scale AI training and inference in its data centres. Nvidia Fires Back on X In a rare same-day public rebuttal posted on X (formerly Twitter),...
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