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Is Google a Threat to Nvidia's AI Dominance?

By Jose Najarro – Apr 12, 2025 at 6:06AM EST

Alphabet just announced a new Tensor Processing Unit (TPU), Ironwood, focused on AI inference.

In today's video, I discuss Nvidia (NVDA 1.48%), Alphabet (GOOGL 0.04%) (GOOG 0.04%), and recent updates impacting the semiconductor market. To learn more, check out the short video, consider subscribing, and click the special offer link below.

*Stock prices used were the after-market prices of April 10, 2025. The video was published on April 10, 2025.

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About the Author

Jose Najarro
Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.
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X@_JoseNajarro

Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Jose Najarro has positions in Alphabet and Nvidia. The Motley Fool has positions in and recommends Alphabet and Nvidia. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Nvidia Stock Quote

Nvidia

NASDAQ: NVDA
$183.06 (0.01%) $2.75
Alphabet Stock Quote

Alphabet

NASDAQ: GOOGL
$335.84 (0.00%) $0.13
Alphabet Stock Quote

Alphabet

NASDAQ: GOOG
$336.31 (0.00%) $0.12

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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