$GOOGL $NVDA - GOOGLE STEPS UP AI CHIP PUSH TO CHALLENGE NVIDIA Google is ramping up efforts to expand adoption of its AI chips (TPUs) and compete with Nvidia. The company is investing in cloud and “neocloud” providers—potentially including a $100M deal with Fluidstack—to widen access to its chips and reduce reliance on Nvidia’s GPUs. Despite growing interest from firms like Anthropic, Google faces hurdles such as manufacturing bottlenecks, limited uptake from rival cloud providers, and supply constraints at Taiwan Semiconductor Manufacturing Company. Google is also exploring ways to scale its chip business structurally, while balancing its continued dependence on Nvidia hardware within its cloud unit. Overall, the strategy aims to build a broader AI ecosystem around Google’s chips—but breaking Nvidia’s dominance remains a significant challenge.