#Japan #Tokyo #NVIDIA #AI Chips #Google

NVIDIA vs Google: The Epic AI Chip Battle

On October 9, 2026, a highly anticipated seminar titled "NVIDIA vs Google, and Who Will Be the Next Winner" will take place at SSK Seminar Room in Minato, Tokyo. Yuko Sakaguchi, the representative of the Clean Energy Research Institute, will lead discussions on the rapidly evolving landscape of AI chips, including GPUs and TPUs.

The AI semiconductor market has witnessed explosive growth due to the quick adoption of AI technologies in the United States, significantly altering the competitive dynamics within just a few months. NVIDIA has been advancing its technology from Blackwell and Rubin to next-generation architectures, aiming to build extensive AI systems that integrate not only GPUs but also CPUs, HBM, networks, and software.

At the same time, Google has spent over a decade developing its proprietary TPUs, achieving vertical integration encompassing AI models, semiconductors, data centers, and optical communications. As firms like AMD charge back into the ring with their Instinct, EPYC, and ROCm products, and tech giants like Amazon, Microsoft, and Meta accelerate their chip development efforts, the AI chip market has transformed beyond a simple narrative of "NVIDIA vs Competitor GPUs."

One of the seminar's focal points will be the evolving significance of AI in industrial applications. With a shift from large-scale learning models to inference, AI agents, and real-time AI, the demand for semiconductors is consequently changing. Key questions up for discussion include:

• - Will NVIDIA’s dominance continue?
• - Can Google’s TPUs redefine the GPU market?
• - Who will emerge as the next victor in the AI chip arena?

The seminar will provide unique insights into Silicon Valley's latest trends, particularly focusing on semiconductor technology, AI models, cloud infrastructure, data centers, and power systems, all covered in an engaging three-hour presentation.

Detailed Agenda of the Seminar:

1. ### NVIDIA's Strengths
- Product roadmap extending from Blackwell to Rubin and beyond.
- NVIDIA's competitive edge beyond just CUDA.
- Transition from a GPU company to an AI infrastructure giant.
- Vertical integration of CPU, GPU, NVLink, networks, and racks.

2. ### Google’s Unified Development of AI and Semiconductors
- Evolution of Google TPU and the direction of the latest generation.
- The advantages of designing Gemini and TPU concurrently.
- Differentiation among chips for learning, inference, and edge computing.
- The potential threat from TPU's external sales and cloud offerings to NVIDIA.
- Vertical integration covering optical communications, data centers, and power supply.
- The potential of specialized chips that bring AI models closer to circuitry.

3. ### The Counterattack by AMD, Amazon, Microsoft, and Meta
- Strategies involving AMD Instinct, EPYC, ROCm, and Helios.
- Overview of Amazon Trainium, Microsoft Maia, and Meta MTIA.
- Why major IT companies are designing their semiconductors.
- The transition from general-purpose GPUs to custom ASICs.

4. ### Competition in the Era of Inference
- Market differentiation between GPUs for learning and inference chips.
- Adapting to AI agents, long-form inference, and always-on AI.
- The potential of emerging companies like Cerebras and Groq.
- The shift from performance competition to "cost per token" competition.

5. ### New Bottlenecks Determining Semiconductor Success
- The importance of HBM, chiplets, and advanced packaging.
- Critical significance of data transfer, memory bandwidth, and optical communications.
- Limitations of rack power consumption, liquid cooling, and power supply.
- Transition from AI chip competition to the overall competition of "AI systems."

6. ### Q&A and Networking Opportunities

Please note that the program is subject to change based on the latest developments in the industry.

Contact information:

For further details, please reach out to SSK.
Address: SSK Seminar Room, 4F, Zaimax Nishi-Shimbashi Building, 2-6-2 Nishishimbashi, Minato, Tokyo
Email: [email protected]
Phone: 03-5532-8850
Fax: 03-5532-8851
Website: SSK Website

About SSK

Established on December 6, 1996, SSK has spent over 28 years conducting business seminars, offering around 500 each year. Our goal is to provide timely and high-level information on management strategies, marketing, and technology amidst a diversifying business environment.