Google takes aim at Nvidia's dominance over AI chips

Google on Wednesday announced two new chips, set to debut later this year, as the Alphabet-owned company aims to rival Nvidia. One of the chips will train AI models, while the other will handle inference work. The tech giant previously made chips that handled both tasks at once. The strategy mirrors Amazon's efforts to create custom silicon alternatives to traditional graphics processing units. Google said its new chip is designed with ample static random access memory, significantly enhancing its performance capabilities.

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After years of producing chips that can both train artificial intelligence models and handle inference work, Google is separating those tasks into distinct processors, its latest effort to take on Nvidia in AI hardware. Google said Wednesday that it's making the change for the eighth generation of its tensor processing unit, or TPU. Both chips will become available later this year. "With the rise of AI agents, we determined the community would benefit from chips individually specialized to the needs of training and serving," Amin Vahdat, a Google senior vice president and chief technologist for AI and infrastructure, said in a blog post.

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