AI BRIEFING · 2025-11-25

Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks

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Also: Alphabet AI Chips, Gemini Model Position It to Rival Nvidia, and Three Years of AI Mania: How ChatGPT Reordered the Stock Market. Every story links to its primary source.

Curated by Gaurav · November 25, 2025

01

Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks

Bloomberg Technology ↗

Meta Platforms Inc. is in talks to spend billions on Google's AI chips, the Information reported, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology.

02

Alphabet AI Chips, Gemini Model Position It to Rival Nvidia

Bloomberg Technology ↗

A rally in Alphabet Inc. shares is poised to shake up the ranking of the world’s most valuable companies, amid signs the search giant is making headway in efforts to rival Nvidia Corp.’s bestselling AI accelerator.

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