Jill J Smith: NVIDIA Didn’t See This Coming From Google

NVIDIA Didn’t See This Coming From Google. Google just dropped a bombshell: Gemini 3 wasn’t trained on NVIDIA GPUs at all — but entirely on Google’s own TPUs. These custom AI chips, built with Broadcom and manufactured by TSMC, have quietly become Google’s escape plan from NVIDIA’s 92% market dominance. Born from a 2014 crisis and now in their sixth generation, TPUs power everything from YouTube ads to Gemini 3’s breakthrough reasoning. With 2× better accuracy than GPT-5.1, Google’s momentum is accelerating fast.
So… are TPUs Google’s secret weapon to outscale NVIDIA or the foundation of true AGI?

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