Technologie: Google fordert Nvidia mit eigenen Chips heraus

Munich and San Francisco - Google is pressing ahead in the growing semiconductor business and increasingly challenging the world leader Nvidia. "Chips will be a part of our growth story," stated Matt Renner, Chief Revenue Officer of Google Cloud for Business. Google has been using its own chips in its data centers for some time now and is also selling them to external customers.

Renner explained, "We are tapping into a new market." Microsoft, Google's rival, also employs custom-designed chips but uses them internally only. Amazon is reportedly negotiating with external parties to sell its chips but has not yet announced a deal. Unlike its competitors, Google aims to snatch market share from established semiconductor providers, primarily Nvidia.

According to Peter Fintl, a chip expert from the technology consultancy Capgemini, Nvidia's customers are eagerly searching for alternatives. Nvidia dominates the market for AI accelerators. The US company's graphics processors are essential for both training and operating generative AI. The semiconductor manufacturer has held a market share of approximately 90 percent in graphics processors (GPUs) for years.