Technology: Google challenges Nvidia with its own chips
The search giant is selling its AI semiconductors to external customers for the first time. Anthropic and other companies are ordering for billions. However, a high hurdle remains.
Google is expanding into the growing semiconductor business, increasing competition for market leader Nvidia. Google has been using its own developed chips in its data centers for some time and is now selling them to external customers, marking a new market for the company. This move follows rival Microsoft's internal use of its own designed chips, while Amazon is in talks with external parties about selling its chips but has not yet announced a deal.
Google aims to take market share from established semiconductor providers, primarily Nvidia, which currently dominates the AI accelerator market with a 90% market share.
Written by urgent.news from Handelsblatt's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
