Nvidia-Google Chip Race Intensifies 🔍
Nvidia shares fall as Meta considers billions on Google’s AI chips amid rising competition. Bloomberg reports on the chip battle.

Bloomberg Technology
7.3K views • Nov 25, 2025

About this video
Bloomberg’s Caroline Hyde discusses the fall in Nvidia shares following reports that Meta is in talks to spend billions on Google’s AI chips. Plus, Chinese leader Xi Jinping revived the topic of China's sovereignty over Taiwan in a phone call with President Donald Trump. And Apple eliminates sales roles in a rare layoff to streamline the way it offers products to businesses and governments.
Chapters:
00:00:00 - Bloomberg Tech Begins
00:01:54 - Ryan Vlastelica, Bloomberg News
00:05:21 - Stephanie Aliaga, JPMorgan Asset Management
00:12:19 - Mike Shepard, Bloomberg News
00:16:45 - Mark Gurman, Bloomberg News
00:20:17 - Carmen Reinicke, Bloomberg News
00:24:12 - Mandeep Singh, Bloomberg Intelligence
00:27:25 - Dina Bass, Bloomberg News
00:29:38 - Brian Halligan, Sequoia Capital
00:36:42 - Davey Alba, Bloomberg News
00:38:50 - Tony Zhao, Sunday CEO & Co-Founder
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Chapters:
00:00:00 - Bloomberg Tech Begins
00:01:54 - Ryan Vlastelica, Bloomberg News
00:05:21 - Stephanie Aliaga, JPMorgan Asset Management
00:12:19 - Mike Shepard, Bloomberg News
00:16:45 - Mark Gurman, Bloomberg News
00:20:17 - Carmen Reinicke, Bloomberg News
00:24:12 - Mandeep Singh, Bloomberg Intelligence
00:27:25 - Dina Bass, Bloomberg News
00:29:38 - Brian Halligan, Sequoia Capital
00:36:42 - Davey Alba, Bloomberg News
00:38:50 - Tony Zhao, Sunday CEO & Co-Founder
--------
Like this video? Subscribe to Bloomberg Technology on YouTube:
https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg
Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:
https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ
Get the latest in tech from Silicon Valley and around the world here:
https://www.bloomberg.com/technology
Connect with us on...
X: https://twitter.com/technology
Facebook: https://www.facebook.com/BloombergTechnology
Instagram: https://www.instagram.com/bloombergbusiness/
Follow Ed Ludlow on X here: https://twitter.com/EdLudlow
Follow Caroline Hyde on X here: https://twitter.com/CarolineHydeTV
Listen to the daily Bloomberg Technology podcast here:
https://www.bloomberg.com/podcasts/series/bloomberg-technology
More from Bloomberg Business
Connect with us on...
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
TikTok: https://www.tiktok.com/@bloombergbusiness
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Video Information
Views
7.3K
Likes
151
Duration
44:15
Published
Nov 25, 2025
User Reviews
4.6
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