Google's Four-Partner Chip Alliance Is the Biggest Threat to Nvidia Yet
Nvidia has owned the AI chip conversation for three years straight. That era might be ending — not with a bang, but with a procurement spreadsheet. Over the past 48 hours, Google quietly revealed the most aggressive custom silicon strategy in the industry: a four-company chip design alliance spanning Broadcom, MediaTek, Marvell, and Intel. Each partner handles a different piece of the puzzle. Together, they represent something Nvidia should lose sleep over. ...