Analysis of GOOG After-Hours Movement & Meta's Potential Google TPU Deployment Impact on NVDA and META

The event stems from a Reddit post [1] alleging GOOG rose to $327 in after-hours trading on November 24, 2025, following unconfirmed reports of Meta Platforms (META) considering Google’s Tensor Processing Units (TPUs) in its data centers. Internal data [0] shows GOOG gained 29.91% from mid-September to November 24, 2025—contradicting the Reddit post’s claim of a 52% rise over the same period. NVIDIA (NVDA) initially fell ~2.05% in after-hours trading as per the Reddit post, but internal data [0] indicates this drop reversed to a 1.37% gain intraday. The web search [0] found no reliable sources (e.g., Bloomberg, Reuters) confirming the Meta-Google TPU deal, focusing instead on general data center trends.

1. Source Reliability Gap
   : The Reddit post’s claim has low credibility (score of 20 as per user-submitted content [1]), emphasizing the need for verification from official sources.
2. Price Movement Reversal
   : NVDA’s initial after-hours drop reversed, indicating short-term volatility and investor skepticism about the unconfirmed news.
3. Exaggerated Gain Claim
   : GOOG’s actual 29.91% gain since mid-September is significantly lower than the Reddit post’s 52% claim, highlighting potential misinformation.
4. Cross-Domain Impact
   : A confirmed Meta-Google TPU deal would create a new revenue stream for GOOG and reduce Meta’s GPU costs, but NVDA’s diversified revenue (gaming, automotive) may mitigate losses.

• Risks
  :
  • Unreliable source: The Reddit post’s low credibility increases the risk of acting on misinformation [1].
  • FOMO Behavior: Reddit users mentioned FOMO buying [1], which historically correlates with impulsive decisions and potential losses.
  • Unconfirmed Deal: The absence of official confirmation means short-term price movements are likely noise [0].
• Opportunities
  :
  • GOOG Revenue Growth: A confirmed deal would boost GOOG’s AI infrastructure revenue [0].
  • Meta Cost Savings: Meta could achieve significant cost reductions and EPS growth by switching to Google’s TPUs [1].
  • Competitive Pressure Mitigation: NVDA may respond with product updates or pricing strategies to retain market share [0].

• GOOG: Current price $320.28 (-1.04% intraday), market cap $3.87T, 29.91% gain since mid-September [0].
• NVDA: Current price $180.26 (+1.37% intraday), market cap $4.39T (larger than GOOG) [0].
• META: Current price $633.61 (-0.41% intraday), market cap $1.60T [0].
• No reliable sources confirm the Meta-Google TPU deal [0].