GOOG Rally and Meta TPU Deal Speculation Impacting AI Chip Sector

Meta Platforms (META) considering Google’s AI chips (TPUs) over NVIDIA’s (NVDA) GPUs fuels GOOG’s rally. Short-term data [0] shows GOOG up ~1.62% ($323.64), NVDA down ~2.59% ($177.82), META up ~3.78% ($636.22). GOOG gained ~29.91% Sept-Nov [0], supported by AI progress (Gemini3) and deal speculation. Yahoo Finance [1] reports potential multi-billion dollar Meta-Google deal; Bloomberg [2] notes Google’s TPUs challenging NVIDIA’s dominance.

1. AI Chip Shift
   : Google’s TPUs could capture market share if Meta’s deal materializes [1,2].
2. Market Cap Reality
   : NVDA’s ~$4.33T cap exceeds GOOG’s ~$3.91T [0], so year-end surpassing claims lack basis.
3. Meta Cost Savings
   : TPU adoption may boost Meta’s EPS via cost efficiency [0,1].

• Risks
  : NVDA faces revenue loss if Meta switches chips [1,2]; GOOG volatility if deal fails [0]; FOMO purchases often peak short-term [event content].
• Opportunities
  : GOOG revenue boost from Meta’s TPU use [1]; Meta profitability gains via cost cuts [0].

• GOOG’s 29.91% Sept-Nov gain [0].
• NVDA’s cap (~$4.33T) > GOOG’s (~$3.91T) [0].
• Meta’s potential cost savings [0,1].
• Monitor deal confirmation, NVIDIA’s response, Google’s production capacity [0,2].