Meta Mulls Google TPUs: Impact on GOOG, NVDA, and META Stocks

On November 24, 2025 (EST), reports emerged that Meta Platforms (META) is in talks to use Google’s (GOOG) AI chips (TPUs) in its data centers. This news led to GOOG shares rising ~2% in after-hours (AH) trading, while NVIDIA (NVDA) shares fell ~2.05% AH. GOOG has rallied ~52% since mid-September, driven by its Gemini 3 AI model.

These claims were corroborated by reputable sources:

• Wall Street Journal
  : Meta is in talks to use Google’s TPUs to diversify away from NVDA [1].
• Bloomberg
  : The deal signals growing momentum for Google’s chips to challenge NVDA’s AI market dominance [2].
• Reuters
  : Meta may rent Google Cloud chips as early as 2026 [3].

• GOOG
  : Closed at $318.47 on Nov 24 (up 2.4% daily) with an additional ~2.68% AH gain to $327 [0].
• META
  : Closed at $613.05 (up 2.39% daily) due to potential cost savings from TPUs [0].
• NVDA
  : Closed at $182.55 (up1.7% daily) but fell ~2.05% AH amid client loss concerns [0].

• AI Chip Market
  : Google’s TPUs challenge NVDA’s ~80% training chip dominance.
• Cloud Computing
  : Google Cloud could benefit from Meta’s chip rental deal.
• Sentiment
  : Positive for GOOG, negative for NVDA, neutral for META.

• Direct: GOOG (positive), NVDA (negative), META (neutral).
• Related Sectors: AI chips, cloud computing, data centers.

1. Deal finalization timeline and terms.
2. NVDA’s response (pricing/new chips).
3. Extent of Meta’s chip shift from NVDA.

• Deal progress, Google’s TPU production scale, NVDA’s Q4 earnings.

• NVDA
  : Competitive pressure from Google’s TPUs may impact revenue.
• GOOG
  : TPU production scaling risks.
• META
  : Integration challenges with new chips.