Google's AI chip business is getting harder for Nvidia to ignore

Sundar Pichai's Google is increasingly moving in on Jensen Huang's turf. Bloomberg/Getty Images; Thomas Koehler/Photothek via Getty Images

Earlier this year, Nvidia CEO Jensen Huang downplayed the threat of other companies building competing AI chips, including Google.

"Without Anthropic, why would there be any TPU growth at all?" he said in an interview with podcaster Dwarkesh Patel, referring to Google's custom chips. "It's 100% Anthropic."

That is no longer the case.

On Tuesday, Google and Oracle announced a blockbuster deal that will see Google's TPUs, short for Tensor Processing Units, made available to Oracle cloud customers from next year. As the companies underscored in a joint announcement , it's the first time Google's TPUs have been offered on a hyperscaler's platform beyond its own.

Anthropic isn't the only one Nvidia should be worried about.…