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How Nvidia GPUs Compare To Google’s And Amazon’s AI Chips

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November 21, 2025

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Nvidia’s blowout earnings Wednesday affirmed its place as the world’s most valuable company, thanks to “off the charts” sales of GPUs that excel at AI workloads. But as inference needs outpace training, a smaller cheaper AI chip is gaining ground. Custom ASICs are now being designed by all the major hyperscalers. Google led the way with its TPU, followed by Amazon, Meta, Microsoft, and OpenAI’s plans with Broadcom. CNBC talked to experts and insiders at the Big Tech companies making them all.

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Produced and Shot by: Katie Tarasov

Edited by: Evan Lee Miller

Additional Camera: Marc Ganley, Jordan Smith

Senior Director of Video: Jeniece Pettitt

Animation: Jason Reginato

Editorial Support: Kif Leswing

Additional Footage: Amazon, AMD, Apple, Broadcom, Cerebras, Getty Images, Google, Groq, Ford, Intel, Meta, Nvidia, Qualcomm, Samsung, TSMC

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Comparing The Top AI Chips: Nvidia GPUs, Google TPUs, AWS Trainium

Guests & Subjects Covered

Custom ASICsAmazon Meta MicrosoftBroadcom CNBCBig TechChapters Introduction GPUsAI On-deviceAI GeopoliticsKatie Tarasov Edited

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