Meta's Potential Google TPU Adoption: Market Impact on GOOG, NVDA, META

Meta Platforms (META) is in advanced talks to deploy Google’s Tensor Processing Units (TPUs) in its data centers, per Yahoo Finance [0] and Gurufocus [5][7]. The news emerged on

, leading to after-hours moves: GOOG up ~2%, NVDA down ~2.05%, and META positive sentiment due to expected cost savings.

• GOOG
  : Rallied ~29.91% from mid-September to late November [4]; current price $318.19 (-0.65% intraday [1]).
• NVDA
  : Down ~1.74% intraday [2], facing competition risks from Google’s TPUs.
• META
  : Up ~1.42% intraday [3], with potential EPS boosts from cost savings.

• GOOG’s 52-week high: $328.67 [1]
• NVDA’s 52-week range: $86.62-$212.19 [2]
• Volume trends: All three stocks saw below-average volume on the news date.

• NVDA
  : Losing Meta as a key customer could impact data center revenue [6].
• GOOG
  : Revenue concentration risk if the Meta deal is large.
• META
  : Technical integration delays with TPUs could offset cost savings.

[0] Yahoo Finance: Meta considering Google TPUs
[1] Real-Time Quote: GOOG
[2] Real-Time Quote: NVDA
[3] Real-Time Quote: META
[4] GOOG Historical Prices
[5] Gurufocus: GOOG Ticker News
[6] Seeking Alpha: NVDA Ticker News
[7] Gurufocus: META Ticker News