Meta's Consideration of Google TPUs: Impact on GOOG, NVDA, META, AMD

: 2025-11-24 19:52 EST (after market hours)
: Reddit Discussion ([1])

On November24, 2025, a Reddit thread highlighted key market developments:

1. GOOG Surge
   : Alphabet Inc. (GOOG) rose to $327 in after-hours (AH) trading following reports Meta Platforms (META) is evaluating Google’s Tensor Processing Units (TPUs) for data centers.
2. NVDA Drop
   : Nvidia (NVDA) fell ~2.05% in AH trading due to the Meta-TPU news.
3. Meta Cost Savings
   : Meta could see significant EPS gains from TPU adoption (lower costs vs Nvidia GPUs).
4. FOMO Sentiment
   : Retail investors expressed FOMO to buy GOOG shares amid its 6-month ~100% rally.

The thread also noted GOOG closed at $318.47 on November24 (+2.40% daily gain) ([2]).

• GOOG
  : Closed at $318.47 (+2.40% daily gain) ([2]) → AH surge to $327 (~2.68% gain, ~$105B market cap increase).
• NVDA
  : Closed at $182.55 (+1.70% daily gain) ([3]) → AH drop ~2.05% (~$91B market cap loss).
• META
  : Closed at $613.05 (+2.39% daily gain) ([4]) → Investors priced in potential cost savings.
• AMD
  : Fell nearly16% in November due to Meta’s TPU talks ([6], [7]) → Additional competitive pressure on data center chips.

• GOOG
  : Expands TPU revenue beyond internal use → Boosts Google Cloud growth (key margin driver).
• NVDA
  : Risk of market share loss if Meta (and others) adopt TPUs → Nvidia counters with GPU versatility claims ([9]).
• META
  : Cost savings lift EPS → Integration risks with existing AI infrastructure remain.
• AMD
  : Further erosion of data center market share amid NVDA/Google competition.

• Bullish
  : GOOG (TPU momentum), META (cost efficiency).
• Bearish
  : NVDA (competitive threat), AMD (additional pressure).

Metric	GOOG	NVDA	META	AMD
11/24 Close	$318.47 ([2])	$182.55 ([3])	$613.05 ([4])	N/A
Daily Gain	+2.40% ([2])	+1.70% ([3])	+2.39% ([4])	N/A
AH Movement	+2.68% → $327 ([1])	-2.05% ([1])	N/A	N/A
Volume (11/24)	55.31M (2x avg) ([2])	256.62M (1.3x avg) ([3])	23.55M ([4])	N/A
Nov Loss	N/A	N/A	N/A	~16% ([6],[7])
Market Cap Loss	N/A	~$250B ([9])	N/A	N/A

• GOOG
  : Alphabet Inc. (TPU adoption momentum).
• NVDA
  : Nvidia Corp. (competitive threat).
• META
  : Meta Platforms Inc. (cost savings potential).
• AMD
  : Advanced Micro Devices Inc. (additional competition).

• Semiconductors
  : AI chip segment (TPUs vs GPUs).
• Cloud Computing
  : Google Cloud (TPU revenue growth).
• Social Media
  : Meta (cost efficiency).

• Google
  : TPU suppliers (MediaTek per [8]).
• Meta
  : Chip vendors (NVDA, AMD, Google).

1. Meta’s TPU Deal
   : Exact order size, deployment timeline, cost savings magnitude.
2. Google’s Capacity
   : Can Google scale TPU production to meet Meta’s demand?
3. Industry Spillover
   : Will other tech giants (Amazon, Microsoft) adopt TPUs?
4. Nvidia’s Response
   : Beyond public statements, what product/pricing strategies will NVDA use?

• GOOG
  : TPU adoption validates AI chip tech → New revenue streams.
• NVDA
  : GPUs remain versatile for wide AI tasks → Counter to specialized TPUs ([9]).
• META
  : Cost savings attractive → Integration risks with existing infrastructure.
• AMD
  : Already facing NVDA competition → Meta’s TPU talks add risk.

1. NVDA
   : Users should be aware that potential loss of Meta’s chip orders to Google TPUs may significantly impact Nvidia’s revenue growth ([9]).
2. AMD
   : This development raises concerns about additional competitive pressure on AMD’s data center business ([6],[7]).
3. GOOG
   : Scaling TPU production could strain supply chains → Affect cloud service quality.
4. META
   : Integration risks may delay cost savings → Disrupt AI model deployment.

• Meta’s official TPU announcement.
• Google’s TPU production updates.
• Nvidia’s new product launches/pricing adjustments.
• AMD’s strategy to counter competition.

[0] Ginlix Analytical Database
[1] Reddit Discussion: Google UP AH to $327: Meta mulls deploying Google TPU’s in its data centers (2025-11-24)
[2] get_stock_daily_prices (GOOG, 2025-11-24)
[3] get_stock_daily_prices (NVDA,2025-11-24)
[4] get_stock_daily_prices (META,2025-11-24)
[5] get_stock_realtime_quote (AMD,2025-11-28)
[6] Yahoo Finance: AMD Stock Suffers Worst Month Since2022 (2025-11-28)
[7] Yahoo Finance: AMD Shares Sink as Meta Google Chip Talks Stir Concerns (2025-11-28)
[8] Yahoo Finance: Google Expands TPU Strategy With Nvidia-Style Financing (2025-11-28)
[9] IBTimes: AI Shocker: Nvidia Loses £195B as Google Unveils Superchips (2025-11-28)
[10] Seeking Alpha: Forget Alphabet’s TPU, AI Distribution Is Unrivaled (2025-11-28)

: This report is for informational purposes only and does not constitute investment advice. Always conduct thorough research before making financial decisions.
: Market volatility and competitive risks may impact the discussed instruments.
: All data points are attributed to credible sources per guidelines.

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Generated by Financial Market Analyst (AI Chip & Cloud Sector Specialist)
Ginlix Analytical Services | 2025
www.ginlix.com | contact@ginlix.com