Unconfirmed Meta-Google TPU Talks: Impact on GOOG, NVDA, and META

A Reddit post (Tier4: user-generated content, use with caution) dated November 24, 2025 (EST) claimed that Alphabet Inc. (GOOG) shares rose to $327 in after-hours trading following reports Meta Platforms (META) is in talks to use Google’s AI chips (TPUs) in its data centers [1]. Key claims from the post include:

1. GOOG has rallied nearly 100% in 6 months.
2. Meta using Google’s TPUs would be bullish for Meta (cost savings) and bearish for NVIDIA (NVDA) (reduced GPU reliance).
3. Users expressed FOMO to buy GOOG shares.

A web search for credible sources (Tier1/Tier2) to confirm the Meta-Google TPU talks yielded no relevant results [0].

• GOOG
  : Real-time internal data shows GOOG closed at $320.28 on November 27, down 1.04% from the previous close—reversing the reported after-hours gain to $327 on November 24 [0]. From mid-September to November 24, GOOG rallied ~29.91% [0], a significant gain but less than the Reddit claim of 100% in 6 months.
• NVDA
  : NVDA closed at $180.26 on November 27, up 1.37% from the previous close—rebounding from the reported ~2.05% after-hours drop on November 24 [0].
• META
  : META closed at $633.61 on November 27, down 0.41%—showing minimal impact from the unconfirmed news [0].
• Sector
  : The tech sector was up 0.1494% on November 27, indicating a neutral overall impact [0].

• GOOG Performance
  : The 2-month gain of ~29.91% (mid-Sept to Nov24) is driven by positive reception of Gemini 3 (per Reddit post, no tool confirmation) [0].
• Market Cap Comparison
  : NVDA’s market cap ($4.39T) remains higher than GOOG’s ($3.87T) [0], so the claim of GOOG surpassing NVDA by year-end is not supported by current data.
• Discrepancy
  : The Reddit claim of GOOG’s 100% gain in 6 months is unsubstantiated by available 2-month data [0].

• Critical Gap
  : No credible source (Tier1/Tier2) confirms the Meta-Google TPU talks [0]. This raises questions about the news validity.
• Additional Gap
  : GOOG’s 6-month performance data is needed to verify the Reddit’s 100% gain claim [0].
• Context
  : The Reddit post uses emotional language (e.g., “Fuckin wild”, “FOMO some hard”)—indicating biased commentary, not objective analysis. Decision-makers should prioritize credible sources over user-generated content.

• Risk 1
  : Acting on unconfirmed news (Tier4 source) can lead to poor decisions. Users should be aware the Meta-Google TPU talks are unverified [0].
• Risk 2
  : FOMO-driven decisions often result in buying at peak prices, leading to potential losses (historical pattern).
• Risk3
  : If the TPU talks are true, NVDA faces customer loss (Meta is a major GPU client) [0].

:

1. Official announcements from Meta/Google about TPU usage.
2. NVDA’s customer retention updates (especially Meta).
3. Credible news sources (Bloomberg/Reuters) for TPU talk confirmation.
4. GOOG’s 6-month performance data to verify the Reddit claim.

[0] Internal Analytical Tools: get_stock_realtime_quote, get_stock_daily_prices, get_sector_performance, web_search
[1] Reddit Post (Tier4: user-generated content, use with caution), Event Timestamp: 2025-11-24 19:52 EST

: This analysis is for informational purposes only and not investment advice. Always verify with credible sources before making decisions.
: Unconfirmed news and FOMO are significant risk factors—exercise caution.
: Further research is needed to confirm the Meta-Google TPU talks.
: Short-term price movements may not reflect long-term fundamentals.