It seems all cutting edge datacenters like x.ai Colossus are using Nvidia networking. Now Google is upgrading to Nvidia networking, too. Since Nvidia owns most of the Gpgpu products, they have top notch networking and interconnect, I wonder if they don't have a plan to own all datacenter hardware in the future. Maybe they plan to also release CPUs, motherboards, storage and whatever else is needed.
Google has its own TPUs and don’t really use GPUs except to sell them to end customers on cloud I think. So using Nvidia networking for Nvidia GPUs across many machines on cloud is really just a reflection of what external customers want to buy.
Disclaimer, I work at Google but have no non public info about this.