Sundar Pichai says Google and Nvidia will work together 10 years from now

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

In an interview published Monday by Wired, 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 investment. I feel comfortable with our relationship with Nvidia, and we look forward to working closely with them 10 years from now.”

In August, the two companies announced a partnership that would give Google’s cloud customers greater access to technology powered by Nvidia’s H100 GPU. Nvidia’s stock closed at a record high after the announcement.

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

Google has been vying 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 with.”

Nvidia is taking advantage. 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 doubled from a year ago and expects sales in the current quarter to grow 170% from a year ago.

—CNBC’s Kiff Lesswing contributed to this report