Analysis of GOOG After-Hours Rally & Meta's Potential TPU Adoption Impact on AI Chip Market

GOOG’s after-hours rally to $327 on Nov24 [1] was not sustained, closing at $319.06 on Nov26 [0]. The stock had rallied +29.91% from Sept15-Nov24 driven by AI advancements like Gemini3 [0]. Meta’s potential TPU adoption could yield cost savings, though talks are unconfirmed [1]. NVDA’s market cap ($4.39T) remains higher than GOOG ($3.85T) [0], debunking Reddit’s bearish claim for NVDA [1]. Institutional interest is evident via Cathie Wood’s Ark Invest buying GOOG shares [0], while upstream supplier Lumentum saw its price target raised due to TPU optimism [0].

Cross-domain correlations include GOOG’s TPU expansion beyond Cloud opening new revenue streams [0]. Contrary to Reddit claims, NVDA’s AI chip dominance remains intact [0]. Spillover effects benefit upstream suppliers like Lumentum from TPU adoption [0].

Risks include the unverified source of Meta’s TPU talks [1] and FOMO-driven investing as mentioned in Reddit [1]. Opportunities for GOOG include new TPU revenue streams from Meta [0], while Meta could gain cost savings if the switch is realized [1].

GOOG’s 51-day return is +29.91% [0]. Market caps: NVDA ($4.39T) > GOOG ($3.85T) > META ($1.60T) [0]. NVDA recovered from the Nov24 after-hours drop to close +1.49% on Nov26 [0].