Google's chip challenge to Nvidia
December 18, 2025 • 1m 48s
Kelly Evans (Host)
00:00.070
google
is
working
on
a
new
software
approach
that
would
take
aim
at
one
of
nvidia
's
biggest
advantages
in
AI
let's
bring
in
dear
jobosa
with
more
details
in
today's
tech
check
as
we
try
to
keep
all
of
these
pieces
and
players
straight
in
our
heads
Deirdre Bosa (TechCheck Anchor)
00:12.790
deirdre
there's
a
lot
going
on
so
here's
the
story
it's
that
googles
chip
challenge
to
nvidia
it's
moving
from
hardware
to
software
nvidia
's
dominance
with
gpus
that's
always
gone
hand
in
hand
with
software
needed
to
run
them
that
is
cuda
but
now
reuters
first
reporting
and
a
Deirdre Bosa (TechCheck Anchor)
00:26.710
source
familiar
confirming
to
me
google
is
working
to
make
its
own
chips
it's
more
adaptable
which
will
in
turn
make
them
more
appealing
to
a
wider
swath
of
customers
so
if
google
can
crack
this
piece
it
becomes
a
real
test
for
nvidia
's
moat
google
's
GPU
's
that
were
first
Deirdre Bosa (TechCheck Anchor)
00:41.110
built
as
an
internal
tool
optimized
around
google
's
own
AI
but
once
it
started
selling
those
chips
to
outside
customers
the
limits
showed
up
they
were
harder
to
drop
into
existing
systems
and
they
required
more
engineering
work
so
that
kept
nvidia
as
the
easier
default
now
just
Deirdre Bosa (TechCheck Anchor)
00:57.070
because
google
is
working
on
this
and
may
crack
it
it
doesn't
mean
that
nvidia
is
about
to
be
displaced
but
it
does
change
the
stakes
the
AI
race
it
is
certainly
not
just
about
peak
performance
anymore
it's
about
margins
and
scale
very
much
so
recently
and
that
is
where
the
Deirdre Bosa (TechCheck Anchor)
01:11.510
pressure
is
starting
to
build
and
where
this
development
with
google
on
the
hardware
and
software
side
could
really
come
up
so
the
big
question
for
investors
is
what
chip
neutrality
means
for
the
AI
trade
now
this
is
the
idea
that
companies
are
less
locked
into
one
vendor
and
Deirdre Bosa (TechCheck Anchor)
01:26.910
they
can
move
workloads
to
where
compute
is
the
cheapest
or
the
most
available
so
in
the
short
term
kelly
this
will
create
some
uncertainty
and
video
bulls
they
don't
like
to
hear
it
but
in
the
longer
term
this
could
be
what
makes
the
build
out
more
sustainable
Kelly Evans (Host)
01:40.150
yeah
i
think
your
banner
sums
it
up
well
as
this
in
videos
eroding
mode
i
think
that's
gonna
be
one
of
the
biggest
debate
questions
of
twenty
six
deirdre
thanks
very
much
deirdre
bosa
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