Hosts discuss a report that OpenAI (OPAI.PVT) is working with Google (GOOG) to produce AI chips, a move seen as part of a broader push to diversify away from Nvidia (NVDA). They say Nvidia should be somewhat worried, but note that Nvidia is investing in other AI companies and offers full systems, including racks, hardware and software. Anthropic has been renting Google chips and is now set to buy more compute, and Oracle also announced it will use Google TPUs and allow OpenAI tools in its cloud. SpaceX is cited as a customer that uses almost exclusively Nvidia.
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Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/27/2026 | 320.57 |
| Change that session | +1.19% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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