Why Google Just Ended Nvidia's AI Monopoly

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November 21, 2025
Join 40,000 readers and get the full notes and summary: https://newsletter.aiwithkyle.com/subscribe Google just broke Nvidia's stranglehold on AI by training Gemini 3 on their own TPUs instead of GPUs - while OpenAI and everyone else are begging Jensen Huang for more chips. Google now controls the entire stack from hardware to application, building their own chips, training state-of-the-art models, and deploying them across search, workspace, and Android....