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Podcast: VC10X - Investing, Venture Capital, Asset Management, Private Equity, Family Office
Episode: VC10X Micro - The AI Chip War: Meta Chooses Google Over Nvidia!? ($4T at Stake)
Description: On November 25th, 2025, Nvidia did something they've never done before: they publicly defended themselves. After reports broke that Meta is negotiating a multi-billion dollar deal to buy Google's AI chips instead of Nvidia's GPUs, Nvidia posted a defensive tweet claiming they're "a generation ahead" of ASICs like Google's TPUs.But if Nvidia is so far ahead, why are they tweeting about it? And why is Meta—their second-largest customer—trying to break free?In this deep dive, we break down the secret war for AI chips, analyze Nvidia's "panic twee...