Meta Mulls Google TPU Deployment: Market Impact Analysis on GOOG, NVDA, META

On November 24, 2025 (EST), Reddit users discussed reports that Meta Platforms (META) is considering using Google’s (GOOG) Tensor Processing Units (TPUs) in its data centers. Verified sources confirm:

• The Information via CNBC
  : Meta plans to deploy Google TPUs in its data centers starting in 2027, with potential cloud-based TPU leases via Google Cloud as early as 2026 [1][7].
• Bloomberg via Techzine
  : The deal would help Meta diversify its AI chip supply chain, reducing reliance on Nvidia (NVDA) amid its $100B 2026 data center investment [2].
• Market Reaction
  : GOOG rose ~2% in after-hours trading, while NVDA fell ~2.05% [Initial Reddit Post].

• Stock Movements
  :
  • GOOG: $322.27 (+1.19%) [0]
  • NVDA: $174.43 (-4.45%) [0]
  • META: $631.90 (+3.07%) [0]
• Sector Performance
  :
  • Communication Services (GOOG/META): -0.2588% (slight decline, offset by other sector stocks) [0]
  • Technology (NVDA): +0.4836% (modest gain despite NVDA’s drop) [0]

• Supply Chain Shift
  : Meta’s move signals a growing trend of AI players diversifying away from NVDA’s dominant GPUs [2].
• TPU Validation
  : Google’s TPUs gain credibility as a viable alternative, following prior deals with Anthropic [2].
• Sentiment
  : Positive for GOOG (TPU revenue growth) and META (risk reduction), negative for NVDA (competitive threat).

• NVDA stated it is “a generation ahead” and continues to supply Google [4].
• Markets wiped ~$250B off NVDA’s market cap amid GOOG’s Gemini 3 launch and Meta deal rumors [5].

• Market Cap
  :
  • GOOG: $3.89T [0]
  • NVDA: $4.25T (still larger than GOOG, contradicting Reddit’s year-end surpass claim) [0]
  • META: $1.59T [0]
• Price & Volume
  :
  • NVDA: Volume 231.22M (above 230.69M avg, indicating increased selling pressure) [0]
  • GOOG: 52-week range $142.66-$328.67 (near all-time high) [0]
• Performance
  :
  • GOOG: Up ~40% from October lows [3]
  • NVDA: Down ~9% over the last month [5]

• Directly Impacted Stocks
  : GOOG, NVDA, META
• Related Sectors
  : Communication Services (GOOG/META), Technology (NVDA)

• Exact terms of the Meta-Google deal (volume, pricing, timeline)
• Meta’s current NVDA GPU dependency (percentage of AI infrastructure)
• Google’s TPU production capacity (ability to meet Meta’s demand)
• Long-term cost savings for Meta from switching to TPUs

• NVDA Investors
  : The emergence of Google’s TPUs as a credible alternative may impact long-term market share and revenue growth [2].
• Unsupported Claims
  : Reddit’s assertion that GOOG will surpass NVDA by year-end is not backed by current market cap data (NVDA is still larger by ~$360B) [0].

• Progress of Meta-Google deal negotiations
• Google’s TPU production scaling
• NVDA’s response (new chip launches, pricing strategies)
• GOOG’s Gemini 3 adoption rate

[0] Ginlix Analytical Database
[1] CNBC: “Nvidia stock falls 4% on report Meta will use Google AI chips”
[2] Techzine: “Meta finds Google as Nvidia alternative, but patience is required”
[3] Elliott Wave Forecast: “Alphabet Inc. $GOOGL Soars 40% from Blue Box Area…”
[4] Techmeme: “Nvidia says it is ‘delighted by Google’s success’…”
[5] Fortune: “Markets wipe $250 billion off Nvidia as they digest Google’s revenge…”
[6] Morningstar: “Google in Talks With Meta for TPU Chips…”
[7] CNBC: “Nvidia stock falls 4% on report Meta will use Google AI chips”

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: This analysis is for informational purposes only and not investment advice. Always conduct independent research before making financial decisions.