Google DeepMind uses Nvidia very sparingly if at all. AlphaFold 3 was trained using A100s but that’s the only recent use of Nvidia by GDM I’ve heard of. I think Google proper, outside GDM, primarily uses TPUs over GPUs for internal workloads, but I’m less sure about that.
Google does buy a lot of Nvidia chips for its cloud division, to rent out to other companies.
That shouldn’t matter too much for stock price, right? If Google is currently rolling out its own TPUs then the long-term expectation should be that Nvidia won’t be making significant revenue off of Google’s AI.
Both Google and Anthropic still use a lot of Nvidia compute; e.g. Trainium isn’t ready yet according to semianalysis.
Google DeepMind uses Nvidia very sparingly if at all. AlphaFold 3 was trained using A100s but that’s the only recent use of Nvidia by GDM I’ve heard of. I think Google proper, outside GDM, primarily uses TPUs over GPUs for internal workloads, but I’m less sure about that.
Google does buy a lot of Nvidia chips for its cloud division, to rent out to other companies.
That shouldn’t matter too much for stock price, right? If Google is currently rolling out its own TPUs then the long-term expectation should be that Nvidia won’t be making significant revenue off of Google’s AI.