Meta Platforms Considering Google TPU Deployment: Impact on GOOG, NVDA, and META

On November 24, 2025 (EST), Reddit users discussed a breaking development:

, potentially replacing some NVIDIA (NVDA) GPUs [1]. The news caused Alphabet Inc. (GOOG) shares to rise ~2% in after-hours trading to $327, while NVIDIA shares fell ~2.05% [1].

Independent verification from the Wall Street Journal confirmed the talks, noting the deal could be worth billions of dollars and erode NVIDIA’s market share in AI chips [2]. Google’s recent AI advancements (e.g., Gemini 3) and TPU competitiveness were cited as key drivers [2].

• GOOG
  : Up 1.62% (1-day) as of November 26, with a 6-month rally of +86.02% (aligning with Reddit’s observation of a near-100% gain in 6 months) [0].
• NVDA
  : Down -2.59% (1-day) and -4.53% (1-month) due to investor concerns over losing Meta as a key customer [0].
• META
  : Up +3.78% (1-day) as the potential cost savings from switching to TPUs boosted sentiment [0].

• Google’s AI chip division (Cloud TPUs) is gaining traction against NVIDIA’s dominant GPU market share [3].
• NVIDIA’s data center revenue accounts for
  88.3% of total revenue
  , making Meta’s potential switch a material risk [0].

• Bullish for GOOG (AI chip expansion) and META (cost optimization).
• Bearish for NVDA (competitive pressure in core revenue segment) [0,2].

Metric	GOOG	NVDA	META
Market Cap	$3.91T	$4.33T	$1.60T
Net Profit Margin	32.23%	53.01%	N/A
Core Revenue Segment	Google Search (56.6%)	Data Center (88.3%)	Social Media (100%)
6-Month Performance	+86.02%	+31.23%	N/A

• GOOG: Volume of
  50.85M
  (2x average) indicates strong investor interest [0].
• NVDA: Volume of
  320.28M
  (1.6x average) reflects heightened selling pressure [0].

• GOOG: 84.8% “Buy” ratings with a consensus target of $327.50 (near current price) [0].
• NVDA:73.4% “Buy” ratings but with a 1-month price decline of -4.53% [0].

• GOOG
  : Primary beneficiary of TPU adoption by Meta [0,2].
• NVDA
  : Primary loser if Meta switches from GPUs to TPUs [0,3].
• META
  : Indirect beneficiary via cost savings [0,1].

• Semiconductors
  : NVIDIA’s core sector faces competitive threats [3].
• Cloud Computing
  : Google Cloud gains market share in AI infrastructure [2].
• Social Media
  : Meta’s cost optimization could improve margins [1].

• 联发科 (2454-TW)
  : Partnered with Google on TPU v7e chips; stock rose limit-up (10%) on the news [4].

1. Exact size of the potential Meta-Google deal (WSJ mentions “billions” but no specifics) [2].
2. Timeline for TPU deployment in Meta’s data centers.
3. Percentage of Meta’s GPU usage that would switch to TPUs.

• Google
  : TPU adoption by Meta validates its AI chip competitiveness [2].
• NVIDIA
  : Defends its lead by claiming GPUs are “a generation ahead” in versatility [3].
• Meta
  : Balances cost savings with technical integration risks [1].

• NVDA
  : Users should be aware that losing Meta as a customer could significantly impact its data center revenue (88.3% of total) [0,2].
• GOOG
  : This development raises concerns about potential reversal of gains if the deal does not materialize [0].
• META
  : Switching chip providers may involve integration delays that could delay expected EPS boosts [1].

1. Finalization of the Meta-Google TPU deal.
2. NVIDIA’s competitive response (e.g., new GPU offerings or pricing adjustments).
3. Meta’s cost savings impact on Q4 2025 EPS.
   4.联发科’s role in scaling Google’s TPU production [4].

[0] Ginlix Analytical Database (Real-time quotes, company overviews).
[1] Reddit Post: “Google UP AH to $327: Meta mulls deploying Google TPU’s in its data centers” (2025-11-24).
[2] WSJ Article: “Meta洽談使用Google晶片，輝達受到挑戰” (2025-11-26). URL: https://cn.wsj.com/articles/meta洽談使用google晶片-輝達受到挑戰-cea3e920.
[3] Digitimes Article: “Nvidia defends GPU lead as Google TPU gains traction in AI chip market” (2025-11-26). URL: https://www.digitimes.com/news/a20251126PD218/nvidia-google-gpu-ai-chip-tpu.html.
[4] Yahoo HK Article: “聯發科搭Google TPU商機 飆漲停衝上1300元、市值重返2兆元” (2025-11-26). URL: https://hk.finance.yahoo.com/news/聯發科搭google-tpu商機-飆漲停衝上1300元-市值重返2兆元-035928876.html.

Disclaimer: This analysis is for informational purposes only and does not constitute investment advice.
All data is as of November 26, 2025, and subject to change.