Nvidia and Synopsys, which announced their expanded partnership Monday, are among the global players in the AI semiconductor race with significant operations in Austin.

CFO Colette Kress also said the company is “absolutely not” threatened by competitors like Google.

On the digital AI side, Nvidia released new speech recognition models and expanded its suite of tools for AI safety and reinforcement learning. MultiTalker Parakeet and Sortformer address multi-speaker recognition and diarization, enabling models to understand fast-paced or overlapping conversations.

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To be clear, Nvidia’s graphics processing units (GPUs) remain the gold standard for the AI industry. But Google’s TPUs — which power its highly praised Gemini 3 — are cheaper to develop and require less power. Some industry experts estimate that TPUs offer up to four times better performance per dollar than comparable GPUs.

Nvidia continues its push into physical AI with the release of a new reasoning world model and other tools for physical AI.

But perhaps the biggest threat to Nvidia going forward is a name no one expected. That's Alphabet ( GOOG 1.71%) ( GOOGL 1.77%), which is reportedly in talks with Facebook parent Meta Platforms to sell it billions of dollars' worth of AI processing chips.

Nvidia has made a $2 billion investment in Synopsys and has a new partnership with the maker of chip-design software.