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Google’s AI surge puts pressure on Nvidia and key semiconductor stocks
Google’s accelerating AI gains and hardware expansion weighed on Nvidia and several semiconductor stocks as investors rotated positions.
Google’s rapid AI expansion in 2025, strengthened by Gemini 3 and its in-house accelerator hardware, triggered renewed competitive pressure on Nvidia and other AI-linked semiconductor firms. Softer trading volumes in select chipmakers as investors shifted exposure toward companies with integrated AI stacks. The shift followed Alphabet’s strong year-end rally.