Sundar Pichai says Google and Nvidia will work together for another 10 years

Sundar Pichai said Google’s long-standing relationship with chipmaker Nvidia isn’t going to change anytime soon — in fact, he expects it to continue for the next 10 years.

In an interview Wired In a release Monday, the Google CEO said the company has worked “deeply” with Nvidia on Android and other initiatives for more than a decade, and that Nvidia has a “strong track record” with AI innovation.

“Look, the semiconductor industry is a very dynamic, collaborative industry,” Pichai said. “This is an industry that requires deep, long-term R&D and investments. I feel comfortable about our relationship with Nvidia, and we’re going to be working closely with them 10 years from now.”

In August, the two companies announced a partnership that will give Google’s cloud customers greater access to technology powered by Nvidia’s H100 GPUs. Shares of Nvidia closed at record highs after the announcement.

Nvidia’s business is booming because its powerful graphics processing units, or GPUs, are favored by cloud companies, government agencies and startups to train and deploy generative AI models like OpenAI’s ChatGPT’s technology.

Google is hustling with the likes of OpenAI and Microsoft to be at the forefront of AI innovation, and has introduced several AI solutions across its business units, such as its chatbot Bard. In an interview with Wired, Pichai described AI as “one of the most profound technologies we’ll ever work on.”

Nvidia is reaping the benefits. As of Monday morning, Nvidia’s stock is up nearly 212% year to date. In its fiscal second quarter earnings, the company said its quarterly revenue has doubled from a year ago and expects sales to grow 170% year-over-year in the current quarter.

—CNBC’s Giff Lesswing contributed to this report