Google is the only serious competition to Nvidia right now. AI is both a threat to their core business and a core strength of their business. They invented transformers and a cheap inference chip. Their models are top-tier. I think google will be fine.

While they invented transformers, I'm not convinced that they've figured out a way to monetise them in the same way that they spent decades optimising their search results page into a money printing machine. Kodak invented the digital camera...