GOOG Rally and Meta's TPU Consideration: Market Impact and Risk Analysis

On November 24, 2025 (EST), a Reddit discussion highlighted GOOG’s after-hours price of $327 (unverified tier3 source) and Meta Platforms’ consideration of Google’s Tensor Processing Units (TPUs) for its data centers [2]. The Meta-Google talks were later confirmed by the Wall Street Journal, indicating Meta’s intent to challenge NVIDIA’s dominant AI chip market share [1]. GOOG has seen an 85.91% gain over 6 months (May-November 2025) to $318.47, driven by AI optimism [0]. NVDA reported a ~2% after-hours drop due to potential market share loss, though its market cap ($4.39T as of Nov28) remains higher than GOOG’s ($3.87T) [0]. Meta’s consideration of TPUs could lead to cost savings, but no immediate price impact was observed (Meta closed at $633.61 on Nov28) [0].

• Cross-domain competition: Google’s TPUs emerging as an alternative to NVDA’s GPUs intensifies AI chip sector rivalry, with implications for cloud computing ecosystems (GOOG’s cloud strength).
• Social media vs verified news: The Reddit claim of GOOG surpassing NVDA as largest company by year-end has low confidence (score9) and is unsubstantiated (NVDA’s market cap is $520B higher as of Nov28).
• Transition dynamics: Meta’s potential shift from NVDA to GOOG chips presents both cost opportunities (for Meta) and execution risks (for GOOG’s TPU scaling).

• Risks
  : NVDA market share loss to GOOG could impact revenue growth [1]; GOOG faces TPU production scaling challenges; Reddit users’ FOMO highlights impulsive decision risks.
• Opportunities
  : GOOG expands chip sales to third parties; Meta gains cost savings from TPU adoption.

• Data Points
  : GOOG’s 6-month gain (85.91%), market caps (GOOG: $3.87T, NVDA: $4.39T, Meta: $1.60T as of Nov28) [0].
• Info Gaps
  : Exact deal terms, TPUs deployment timeline, Meta’s chip supply shift volume.
• Decision Context
  : Prioritize verified sources (WSJ) over social media claims; avoid FOMO-driven decisions.