📰 Nvidia-Backed Perplexity AI Eyes Mobile Growth, Challenging Google Chrome with Comet Browser

📅 Jul 18, 2025, 18:40 EDT | 🔗 Source: ReutersRefinitiv

🧠 Summary

Nvidia-backed startup Perplexity AI aims to expand its AI-powered Comet browser to mobile devices by partnering with OEMs like Apple and Samsung, targeting millions of users and leveraging AI integration in web browsing, amid competition from Google Chrome and OpenAI's AI browser development.

💡 Why this signal?

  • Perplexity AI’s strategic partnerships with device makers could increase AI browser adoption, indirectly benefiting Nvidia as an investor and AI technology supplier.
  • The competitive challenge to Google’s dominant Chrome browser positions Perplexity as a potential growth driver in AI browsing, positively influencing Nvidia’s AI ecosystem involvement.
  • However, the difficulty of changing default browsers and ongoing development phases warrant a cautious positive rating, reflecting gradual impact on Nvidia’s market exposure.

📈 NVDA Price Trend

⏱️ Impact Timing
next year
👥 Competitor Impact
  • ➡️ GOOGL: sell
  • ➡️ AAPL: nothing
  • ➡️ MSFT: nothing
🔒 Log in to view AI-generated advisor insights for NVDA. Login