Meta's Potential Google TPU Adoption: Impact on GOOG, NVDA, and META

On November 24, 2025 (EST), a Reddit discussion highlighted Alphabet Inc. (GOOG) shares rising in after-hours trading to $327 amid reports Meta Platforms (META) is considering using Google’s Tensor Processing Units (TPUs) in its data centers [5]. Subsequent Tier1 financial sources (Bloomberg, WSJ, Reuters) confirmed Meta is in advanced talks to deploy Google’s TPUs starting in 2027 and rent chips from Google Cloud as early as next year [1, 2,3].

• GOOG
  : Shares closed at $323.64 (+1.62%) with elevated volume (50.85M vs. 23.83M avg), extending a 6-month rally of 85.91% [0,4].
• NVDA
  : Shares fell 2.59% to $177.82, reflecting investor concern over potential loss of a key customer (Meta plans $72B in chip spending in 2025) [1,3].
• META
  : Shares gained 3.78% to $636.22, driven by expectations of cost savings from switching to cheaper TPUs [2,3].

• Google
  : A Meta deal would validate its TPU technology and position it as a serious rival to Nvidia, with Google targeting 10% of Nvidia’s revenue from its TPU business [4, Yahoo Finance 2025].
• Nvidia
  : Risk of long-term market share erosion, though Meta remains a major customer in the near term [3].
• Meta
  : Potential margin expansion from lower chip costs, though deployment is not expected until 2027 [1].

• GOOG
  : Bullish (supported by 85.91% 6-month gain and high trading volume) [4,0].
• NVDA
  : Bearish (price drop and threat of losing a top customer) [1].
• META
  : Neutral-to-Bullish (cost savings balanced by long deployment timeline) [2,1].

Source: [0] (all metrics except Meta’s spending), [3] (Meta’s spending).

• GOOG
  : Primary beneficiary of potential TPU adoption by Meta.
• NVDA
  : Directly threatened by Meta’s diversification away from its chips.
• META
  : Indirect beneficiary via cost savings.

• Semiconductors
  : Competition between Google and Nvidia intensifies.
• Cloud Services
  : Google Cloud could gain from Meta’s chip rental plans.
• Social Media
  : Meta’s margin outlook improves with cost-efficient AI infrastructure.

• Google’s TPU Partners
  : Potential demand surge if Meta deal materializes.
• Nvidia’s Suppliers
  : Risk of reduced orders if Meta switches to TPUs.

• Exact terms of the Meta-Google deal (volume, pricing, deployment timeline details).
• Google’s ability to scale TPU production to meet Meta’s demand.
• Nvidia’s response strategy (price cuts, new product launches).

• GOOG Investors
  : Rally is supported by fundamentals, but monitor production capacity risks.
• NVDA Investors
  : Near-term revenue is secure, but long-term market share risks exist.
• META Investors
  : Cost savings are positive, but switching costs and integration risks need evaluation.

• NVDA
  : Users should be aware that losing Meta as a customer could significantly impact long-term revenue [3].
• GOOG
  : Scaling TPU production to meet Meta’s demand may pose operational challenges [1].
• Deal Uncertainty
  : Talks are in early stages, and the deal may not materialize [2].

• Progress of Meta-Google chip deal negotiations.
• Meta’s quarterly chip spending updates.
• Google’s TPU sales figures and production capacity.
• Nvidia’s market share changes in the AI chip segment.

[0] Ginlix Analytical Database (Real-time quotes, volume, market cap,6-month data).
[1] Bloomberg. “Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks.” 2025. https://bloomberg.com/news/articles/2025-11-25/alphabet-gains-on-report-that-meta-will-use-its-ai-chips (Tier1).
[2] WSJ. "Meta Is in Talks to Use Google’s Chips in Challenge to Nvidia."2025. https://www.wsj.com/tech/ai/meta-is-in-talks-to-use-googles-chips-in-challenge-to-nvidia-be390a51 (Tier1).
[3] Reuters. "Meta in Talks to Spend Billions on Google’s Chips."2025. https://finance.yahoo.com/news/meta-talks-spend-billions-googles-090619778.html (Tier1).
[5] Reddit Post. "Google UP AH to $327: Meta mulls deploying Google TPU’s in its data centers."2025 (Tier3 source).