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Sundar Pichai is pushing Google hard into the center of the AI fight, and the pressure is now pointed straight at Jensen Huang’s control of Nvidia’s turf. The warning is coming from Stephen Witt, the author of the Jensen biography The Thinking Machine. Steve told Yahoo Finance that Google is the biggest risk to Nvidia right now. He pointed at Gemini, which he called the “best AI right now in the benchmarks outside the Nvidia stack.” That line alone tells you why this rivalry suddenly feels sharper. Gemini runs only on Google’s own TPUs. If Google can keep building top models on chips it made in-house, Sundar sets a path other giants can copy. Steve said that it is a “huge risk” for Nvidia. He added that “if Google ends up winning this AI race … Nvidia will be in trouble.” The point landed because Nvidia is already dealing with Broadcom and AMD. Steve said that mix makes it “very easy to imagine a world” where Nvidia stock falls after jumping more than 1,270% in five years. That is the kind of run that scares every crypto and tech trader who knows what happens when the air gets too thin. Nvidia faces new pressure as Jensen shifts energy into robotics Steve said Jensen is already trying to get ahead of the threat by putting a big part of his energy into robotics. He said Jensen wants Nvidia to lead the next big wave because “that will mean several trillion dollars in market capitalization for this company.” The focus makes sense for a CEO who knows Google has enough muscle to shake the whole chip market the second it proves its stack can scale. But Nvidia has a different problem too. Steve said “it’s just Jensen at the top.”He said there…

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Filed under: News - @ December 14, 2025 8:28 pm