Analysis of Google (GOOG) After-Hours Surge Amid Meta's TPU Consideration

On November 24, 2025 (EST), a Reddit post highlighted that Alphabet Inc. (GOOG) shares rose ~2% in after-hours trading to $327 following reports Meta Platforms (META) is considering deploying Google’s Tensor Processing Units (TPUs) in its data centers. This development introduces competition for NVIDIA (NVDA) in the AI chip market [3]. The news was corroborated by MarketWatch [1] and Gurufocus [2].

• GOOG
  : Closed at $318.47 (up 2.4%) with volume spiking to 52.77M shares (2x average) [0]
• NVDA
  : Closed at $182.55 (up1.7%) but fell ~2% in after-hours trading [0]
• META
  : Potential cost savings from TPU adoption could boost EPS [1]

GOOG has rallied ~52% since mid-September 2025, driven by Gemini’s positive reception and growing AI infrastructure adoption [3]. The Meta deal, if finalized, could challenge NVDA’s dominance in AI chips.

• 3-day price change: +2.4%
• Volume spike: 2x average

-3-day price change: +1.7%

• Volume spike:1.27x average

1. Deal Terms
   : Size of potential Meta order and whether it replaces or supplements NVDA chips
2. Production Capacity
   : Google’s ability to scale TPU production to meet Meta’s needs
3. Strategy
   : Meta’s chip budget allocation to alternative suppliers

• NVDA
  : Loss of Meta as a major customer could impact revenue growth [2]
• GOOG
  : Execution risk in scaling TPU production to meet Meta’s demands [0]
• Investor Risk
  : FOMO behavior for GOOG shares as mentioned in the Reddit post [3]

This report is for informational purposes only and does not constitute investment advice. All decisions should be based on personal research and financial goals. Data accuracy is sourced from reliable databases and news outlets, but market conditions are dynamic and subject to change.

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