Overview
- Reports that Google is in talks to provide Meta with TPUs, potentially including rentals as early as next year, knocked Nvidia’s stock before a partial rebound.
- Nvidia responded publicly by praising Google’s progress and asserting on X that its platform is a generation ahead and runs every major AI model across environments.
- Financial Times reporting, echoed by multiple outlets, says Alibaba and ByteDance are training advanced LLMs in Singapore and Malaysia using leased Nvidia GPU clusters to skirt U.S. export limits.
- At an all‑hands meeting after record results, Jensen Huang called it “insane” to use less AI, urged automating every possible task, promised jobs would remain, and said Nvidia hired several thousand people but is still roughly 10,000 short on headcount.
- Despite a pullback following its blowout quarter and revived AI‑bubble debate, bullish voices like Wedbush’s Dan Ives maintain Nvidia remains the dominant player powering the AI build‑out.