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Google vs. Nvidia: Is the AI Chip King Finally Under Threat? episode artwork

EPISODE · Nov 26, 2025 · 32 MIN

Google vs. Nvidia: Is the AI Chip King Finally Under Threat?

from Prof G Markets · host Vox Media Podcast Network

Ed Elson is joined by Patrick Moorhead, CEO and Founder of Moor Insights & Strategy, to break down the news that Meta is in talks to spend billions on Google’s AI chips, and what that means for the broader AI race. Then, Santiago Roel Santos, founder and CEO of Inversion, joins the show to unpack Bitcoin’s recent slide and share his outlook for crypto heading into 2026. Finally, Ed closes the episode with a message on gratitude. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episode metadata supplied by the publisher feed · Published Nov 26, 2025

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Google vs. Nvidia: Is the AI Chip King Finally Under Threat?

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