Relationship

NVIDIA supplies Alphabet (Google)

NVIDIA supplies GPUs to Google Cloud, including Blackwell-powered G4 instances, with Google planning to offer NVIDIA Vera Rubin NVL72 systems in H2 2026.

From

NVIDIA

To

Alphabet (Google)

Importance

High

Confidence

72/100

Sources (1)

• Google Cloud AI Infrastructure at NVIDIA GTC 2026 — Google Cloud Blog

History

• 2024-01-01TPU v6 (Trillium) narrows the gap, NVIDIA still dominant: Google introduced Trillium (TPU v6), one of the largest generational jumps in the TPU line at up to 4x better training performance and 3x higher inference throughput than its predecessor — but frontier labs like Anthropic still trained primarily on NVIDIA hardware, with Google Cloud continuing to rely heavily on NVIDIA GPUs for external and internal AI workloads.
• 2025-04-01Ironwood (TPU v7) launches, explicitly targeting inference: Google announced Ironwood (TPU v7), its first TPU explicitly designed for large-scale AI inference, delivering roughly 10x the performance of its predecessor — positioning Google's own silicon as a genuine alternative to NVIDIA GPUs for inference workloads specifically, while NVIDIA GPUs remained dominant for training.
• 2025-11-01Anthropic's record TPU deal signals real diversification away from NVIDIA: Anthropic closed the largest TPU deal in Google's history, committing to hundreds of thousands of Trillium TPUs in 2026 scaling toward one million by 2027 — a concrete sign that at least one major AI lab is shifting meaningful compute away from NVIDIA GPUs toward Google's own silicon, even as NVIDIA continues supplying Google Cloud's external GPU-instance business.

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