Analysis of GOOG After-Hours Rally Amid Meta's TPU Consideration & Impact on NVDA

The event stems from a Reddit post [7] reporting GOOG’s after-hours jump to $327 following news of Meta considering Google’s TPUs for data centers. GOOG’s current price is $320.28 [0], with a 6-month gain of +85.91% [3] driven by AI growth (Gemini3 demand [8]). Meta’s potential shift to TPUs [4][5] could reduce its reliance on NVDA’s GPUs, leading to cost savings [4]. NVDA’s after-hours drop of ~2.05% [7] contrasts with its current price of $180.26 [1], and its market cap ($4.39T [1]) remains higher than GOOG’s ($3.87T [0]), debunking the Reddit claim of GOOG surpassing NVDA by year-end.

Cross-domain correlations: AI chip competition between NVDA and Google is intensifying [5], signaling a trend of tech companies exploring alternative AI chip suppliers. GOOG’s rally reflects strong market confidence in its AI ecosystem (Gemini3 [8] and TPU expansion [5]). Meta’s consideration of TPUs indicates a desire to diversify supply chains and reduce dependency on NVDA.

: NVDA faces growing competition from Google’s TPUs, which could erode its AI chip market share [5]. GOOG’s 85.91% rally may lead to volatility if the Meta TPU deal does not materialize [3]. Meta faces execution risks in reconfiguring data centers for TPUs [6].
: GOOG could expand its TPU market share if Meta’s deal is finalized [5]. Meta may achieve cost savings by adopting TPUs [4].

Critical data points: GOOG’s +85.91% 6-month gain [3], NVDA’s $4.39T market cap (leading GOOG’s $3.87T [0][1]), Meta’s ongoing TPU talks with Google [4][5]. This summary provides objective context without prescriptive recommendations.