Jill J Smith: How Google Outsmarted NVIDIA with One Move ?

How Google Outsmarted NVIDIA with One Move ? 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.

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