Kelly Evans (Host) 00:00.070
google is working on a new software approach that would take aim at one of nvidia 's biggest advantages in AI let's bring in dear jobosa with more details in today's tech check as we try to keep all of these pieces and players straight in our heads
Deirdre Bosa (TechCheck Anchor) 00:12.790
deirdre there's a lot going on so here's the story it's that googles chip challenge to nvidia it's moving from hardware to software nvidia 's dominance with gpus that's always gone hand in hand with software needed to run them that is cuda but now reuters first reporting and a
Deirdre Bosa (TechCheck Anchor) 00:26.710
source familiar confirming to me google is working to make its own chips it's more adaptable which will in turn make them more appealing to a wider swath of customers so if google can crack this piece it becomes a real test for nvidia 's moat google 's GPU 's that were first
Deirdre Bosa (TechCheck Anchor) 00:41.110
built as an internal tool optimized around google 's own AI but once it started selling those chips to outside customers the limits showed up they were harder to drop into existing systems and they required more engineering work so that kept nvidia as the easier default now just
Deirdre Bosa (TechCheck Anchor) 00:57.070
because google is working on this and may crack it it doesn't mean that nvidia is about to be displaced but it does change the stakes the AI race it is certainly not just about peak performance anymore it's about margins and scale very much so recently and that is where the
Deirdre Bosa (TechCheck Anchor) 01:11.510
pressure is starting to build and where this development with google on the hardware and software side could really come up so the big question for investors is what chip neutrality means for the AI trade now this is the idea that companies are less locked into one vendor and
Deirdre Bosa (TechCheck Anchor) 01:26.910
they can move workloads to where compute is the cheapest or the most available so in the short term kelly this will create some uncertainty and video bulls they don't like to hear it but in the longer term this could be what makes the build out more sustainable
Kelly Evans (Host) 01:40.150
yeah i think your banner sums it up well as this in videos eroding mode i think that's gonna be one of the biggest debate questions of twenty six deirdre thanks very much deirdre bosa