Google is expanding its AI chip lineup with two new TPU variants aimed at confidential computing and longer-context workloads, intensifying competition with Nvidia. The specialized processors reflect Google’s view that AI hardware will increasingly need to be tailored to specific use cases rather than relying solely on general-purpose accelerators. The move comes as Nvidia faces fresh uncertainty after its board launched an investigation into reports that CEO Jensen Huang was targeted by a foreign intelligence effort, contributing to a sharp decline in Nvidia shares.