Google’s ‘TPU’ chip puts OpenAI on alert and shakes Nvidia investors

On Tuesday, the stock market closed lower, with the Dow and S&P 500 both experiencing declines, while the Nasdaq Composite managed a slight increase of 0.1%. The S&P 500 ended the day down 0.09%, reflecting a reversal from earlier gains as concerns about economic conditions persisted. This downturn follows a mixed performance in recent trading sessions, where optimism had been buoyed by strong earnings from tech companies like Nvidia.

The Pentagon has selected Google's Gemini AI platform for its artificial intelligence initiatives, marking a significant endorsement of Google's technological capabilities in defense applications. This decision underscores the growing reliance on advanced AI systems within military operations.

OpenAI's COO, Brad Lightcap, announced at the Fortune Brainstorm AI event that the company is entering a 'code red' phase, focusing on enhancing ChatGPT and accelerating its enterprise adoption. This strategic shift comes amid increasing competition from rivals like Google, which has launched its Gemini 3 AI model.

President Donald Trump has announced that Nvidia will be allowed to sell its advanced H200 AI chips to approved customers in China, effectively lifting a previous export ban that was in place due to national security concerns. This decision marks a significant shift in U.S. trade policy regarding technology exports to China.

President Trump announced the easing of restrictions on Nvidia's exports of advanced AI chips to China, specifically allowing the sale of the H200 model. This decision follows extensive negotiations and is seen as a critical moment in U.S.-China technology relations.

Google has announced plans to re-enter the smart glasses market with a new product expected to launch in 2026, marking a significant shift from its previous attempt with Google Glass, which was discontinued in 2015.

Nvidia's lobbying efforts, led by CEO Jensen Huang, have resulted in the Trump administration approving the sale of its H200 AI chips to China, a significant achievement for the chipmaker amid ongoing geopolitical tensions. However, this development faces scrutiny and potential opposition in Washington, raising questions about its long-term viability.

China is poised to limit access to Nvidia's H200 AI chips despite the Trump administration's recent approval for their sale to the country. This decision comes amid ongoing discussions among Chinese regulators as Beijing aims for self-sufficiency in semiconductor production.