Meta Considering Google TPUs: Impact on GOOG, NVDA, and META Stocks

#GOOG #NVDA #META #AI chips #TPU #market movement #FOMO #Reddit analysis
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US Stock
November 26, 2025

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Meta Considering Google TPUs: Impact on GOOG, NVDA, and META Stocks

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Event Overview

Meta Platforms (META) is in talks to adopt Google’s Tensor Processing Units (TPUs), potentially reducing reliance on NVIDIA’s GPUs. This news impacted after-hours trading for GOOG, NVDA, and META.

Market Impact
  • GOOG
    : Up 1.62% to $323.64 due to increased demand for its TPUs.
  • NVDA
    : Down 2.59% to $177.82 over concerns of losing Meta as a key customer.
  • META
    : Up 3.78% to $636.22, driven by expected cost savings from TPU adoption.
User Sentiment

Reddit users express FOMO on GOOG shares, with comments like ‘I’m about to FOMO some hard.’

Key Data
Stock Price Change
GOOG $323.64 +1.62%
NVDA $177.82 -2.59%
META $636.22 +3.78%
Risk Considerations
  • NVDA faces risk of losing major customers to Google’s TPUs.
  • GOOG’s gains depend on Meta finalizing the TPU deal.
  • FOMO-driven investing in GOOG may lead to volatility if the deal doesn’t materialize.
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Insights are generated using AI models and historical data for informational purposes only. They do not constitute investment advice or recommendations. Past performance is not indicative of future results.