Comparative Analysis of Google (TPU) vs. Nvidia (GPU) Ecosystems

$GOOG vs $NVDA Full Report

Part A: The Two Kingdoms of AI Compute

1. Executive Summary

We are witnessing a split in how the physical infrastructure of Artificial Intelligence is built. You can think of this as two different “kingdoms”:

• The Nvidia Kingdom (Public): Nvidia acts as a merchant arms dealer. They sell their chips (GPUs) to everyone—Microsoft, Meta, Amazon, and Tesla. Thei…