Google escalates Nvidia rivalry with specialized versions of AI chips

Racks of trays testing Google’s tensor processing units (TPUs), custom-made semiconductors that help develop and run AI software, in Mountain View, California, earlier this year | BLOOMBERG

Nov 10, 2026

Alphabet’s Google is rolling out a broader array of artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia in a market worth hundreds of billions of dollars.

The company is introducing two new variations of its tensor processing units (TPUs), custom-made semiconductors that help develop and run AI software. The latest chips will address the need for confidential computing and help models access a wider range of information when handling queries. More broadly, they’re meant to serve an industry that’s shifting toward the use of AI agents and confronting security challenges.

Alphabet shares gained as much as 4.1% to $296.33 in New York trading on Monday.

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