🎁What the Tigers Say | Google vs. Nvidia: The AI Chip War Investors Can’t Ignore
$Alphabet(GOOGL)$ $Alphabet(GOOG)$ is pushing aggressively into the AI chip race, leveraging its latest breakthroughs in large-model development to challenge $NVIDIA(NVDA)$ ’s long-standing dominance. The latest catalyst: reports that $Meta Platforms, Inc.(META)$ is in talks with Google to adopt billions of dollars’ worth of Tensor Processing Units (TPUs) in its data centers starting in 2027.
The market reacted instantly: Nvidia plunged nearly 7% intraday, while Alphabet surged more than 3% to a fresh all-time high.
Adding fuel to the volatility, Michael Burry — the real-life inspiration behind The Big Short — re-emerged with a new column titled “The Cardinal Sign of a Bubble: Supply-Side Gluttony.” In it, he argues that the current AI frenzy resembles the dot-com era and calls out Nvidia as the epicenter of excess, even comparing it to $Cisco(CSCO)$ at the peak of the 2000 bubble.
With Google escalating its TPU strategy, Meta considering a partial shift away from GPUs, Nvidia’s stock under pressure, and Burry firing warning shots, the market is being forced to confront a much bigger question:
👉"Are we witnessing the end of Nvidia’s uncontested rule — and the beginning of true multi-polar competition in AI chips?"
This week, we’ve selected insights from — @Shyon @MaverickWealthBuilder @mkoh @xc__ , here’s what they have to say about the AI chip war.
🎁Special Notes: Whoever showed up on the “What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to honor your contribution.
1. @Shyon Google’s TPU Breakthrough Isn’t Nvidia’s Problem — It’s Proof the AI Boom Is Just Beginning
Key points:
In reality, Google's strength only reinforces the long-term certainty of the AI megatrend. And that is inherently positive for Nvidia. The two companies are not fighting over a fixed pie — they are validating and expanding a rapidly growing market.
Even inside Google, where TPU development has been ongoing for years, roughly 70% of its internal compute still comes from Nvidia hardware. The reason TPU conversations are becoming louder now isn't because GPUs are losing relevance — it's because inference demand is exploding. As inference becomes larger and more stable, it finally makes economic sense for hyperscalers to invest more in ASICs to lower costs. This doesn't shrink the compute market; it expands it into new layers.
2. @MaverickWealthBuilder Is GOOG's TPU Mania The Second "Deekseek Moment"?
Key points:
Investors are suddenly waking up to the idea that Google’s Tensor Processing Units (TPUs) are no longer just an internal Google tool — they’re becoming a genuine, industry-grade alternative to NVIDIA GPUs.
The TPU heat we’re seeing right now is probably just the opening act. If in the next few quarters we get confirmation that Meta or OpenAI have moved even a modest portion of their roadmap onto TPUs — and Google keeps opening the software kimono — then NVIDIA’s pricing power faces real, sustained downward pressure for the first time.
The era of a single company dictating the pace of AI capex may be coming to an end. The war is no longer just about the fastest chip. It’s about who owns the platform.
3. @mkoh Google's Ironwood TPU: Is This the AI Goldmine That Finally Makes Alphabet Unstoppable?
Key points:
Why This Matters for the Bottom LineAlphabet's not new to AI; they've been pouring billions into it. This year alone, they're on track for about $85 billion in capex, much of it funneled into data centers and these very TPUs. The payoff? Google Cloud's revenue jumped 34% year-over-year in Q3, outpacing AWS and Azure for the first time in ages.
Analysts are buzzing that Alphabet could outperform Nvidia itself in 2026, thanks to this full-stack play: proprietary chips, models like Gemini, and a cloud platform that's suddenly the go-to for enterprise AI.
I'm no Pollyanna. Nvidia's still the 800-pound gorilla here, with a market cap double Alphabet's and a stranglehold on the training side of AI. Ironwood shines in inference, but scaling production and winning over skeptics won't happen overnight. Google's had misfires before—remember Stadia?—and if the broader AI bubble pops (say, if interest rates spike or regulations clamp down), everyone from Jensen Huang to Sundar Pichai feels the heat.
After all, in tech, the real goldmines aren't the flashy strikes—they're the veins you dig deep for. And Google? They've been mining TPUs longer than most. Time to cash in.
4. @xc__ Nvidia's 6% Bloodbath: Google's Meta TPU Raid Spells Doom or Golden Dip? Your Killer Entry Targets! 💥📉🚀
Key points:
Bull Rampage: Why Nvidia's Dip Screams Buy 🐂💰
AI demand unbreakable: $1T capex wave, Blackwell sold out through 2026.
Ecosystem moat: CUDA + NVLink unbeatable for scale; TPUs niche for now.
Earnings firepower: Q3 $35B rev (154% YoY), margins 55%+.
Fed tailwind: December cut eases costs, boosts hyperscaler spend.
Valuation reset: 40x forward P/E vs Cisco's 200x – room to run.
Bear Onslaught: Bubble Burst Risks Lurking 🐻⛔
TPU invasion: Meta's shift diverts 10-20% capex, eroding pricing power.
Burry's prophecy: AI glut like dot-com, Nvidia crashes 50%+.
Competition crush: AMD MI400, Intel Gaudi3 undercut on price/perf.
Tariff terror: Trump policies spike costs, slow global AI buildout.
Overhype unwind: If utilization stalls at 30%, capex cuts hammer rev.
This TPU tremor shakes but doesn't shatter Nvidia's throne – demand's a juggernaut, and dips like today's 6% are gifts. Burry's bubble call? Overplayed; AI's structural, not speculative.
🔎 Questions for you
Do you think Google’s TPU push can meaningfully challenge Nvidia’s dominance in the next 3–5 years? Why or why not?
Is Michael Burry right that the AI boom is showing early signs of a bubble — or is this just the beginning of a multi-trillion-dollar supercycle?
If Meta or OpenAI start shifting even part of their workloads to TPUs, how would you adjust your investment stance toward Nvidia, Alphabet, or other AI-chip players?
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On Burry’s bubble call, I think he’s right about pockets of excess, but I don’t see a dot-com style collapse. AI spending today comes from real workloads and enterprise adoption, so despite volatility, this still looks like the early stage of a long AI infrastructure cycle.
If Meta $Meta Platforms, Inc.(META)$ or OpenAI shift some workloads to TPUs, I wouldn’t turn bearish on Nvidia, but I’d rebalance slightly. I’d keep Nvidia as a core position, add more exposure to Alphabet’s strengthening AI stack, and keep an eye on AMD $Advanced Micro Devices(AMD)$ as a diversification play.
@TigerClub @TigerStars @Tiger_comments
Do you think Google’s TPU push can meaningfully challenge Nvidia’s dominance in the next 3–5 years? Why or why not?
Is Michael Burry right that the AI boom is showing early signs of a bubble — or is this just the beginning of a multi-trillion-dollar supercycle?
If Meta or OpenAI start shifting even part of their workloads to TPUs, how would you adjust your investment stance toward Nvidia, Alphabet, or other AI-chip players?