Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street's concerns that the company's dominance of AI infrastructure could be threatened by Google's AI chips.

"We're delighted by Google's success — they've made great advances in AI and we continue to supply to Google," Nvidia said in a post on X. "NVIDIA is a generation ahead of the industry — it's the only platform that runs every AI model and does it everywhere computing is done."