The Nvidia Blackwell vs. Google TPU Battle Explained – AI’s Biggest 2026 Showdown

15 hours ago 9

Brad Faye

Sun, December 14, 2025 astatine 9:40 AM CST 11 min read

Google’s customized TPU chips are emerging arsenic a superior challenger to NVIDIA’s GPUs, driven by perchance little full outgo of ownership done cheaper pricing and higher vigor efficiency.
Investor sentiment has shifted sharply, with companies tied to the TPU proviso chain—such arsenic Broadcom, Celestica, and TTM Technologies—far outperforming those much babelike connected NVIDIA arsenic expectations for monolithic TPU deployments grow.
Controlling vigor usage and outgo per token are cardinal variables to giving companies competitory advantages erstwhile it comes to the aboriginal of the AI hardware landscape.
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https://youtu.be/9PgSEhzQAaY

During a caller occurrence of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitory dynamic betwixt Google (NASDAQ: GOOGL)’s customized TPU chips and NVIDIA (NASDAQ: NVDA)’s GPUs, which presently predominate AI compute.

As application-specific chips, TPUs are much energy-efficient and perchance cheaper than NVIDIA’s much general-purpose hardware. This could acceptable the signifier for a large shift, particularly arsenic Google considers selling TPUs externally, including to Meta (NASDAQ: META), transforming what was erstwhile an interior instrumentality into a ample commercialized business. As 1 illustration of TPU's spreading influence, successful their latest league telephone Broadcom (NASDAQ: AVGO) announced their statement to merchantability TPU chips to Anthropic has present reached $21 cardinal by the extremity of 2026. With Wall Street forecasting $86 cardinal successful income adjacent twelvemonth for Broadcom, you tin spot however overmuch power the woody has connected their apical and bottommost lines.

A halfway taxable successful this statement is the full outgo of ownership—the operation of spot price, vigor usage, and performance—which remains hard to measurement but is important to determining whether TPUs tin genuinely undercut NVIDIA. Recent reports from Semi Analysis assertion TPUs already connection little full outgo of ownership than NVIDIA’s existent generation, which caused important unit connected NVIDIA shares successful caller weeks.

As a result, stocks tied to Google’s TPU ecosystem—Broadcom, Celestica (NYSE: CLS), and TTM Technologies (NASDAQ: TTMI)—have surged acold much than companies tied chiefly to NVIDIA’s ecosystem.

But arsenic The AI Investor Podcast hosts punctual their audience, NVIDIA is improbable to beryllium displaced and should proceed performing strongly.

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