GOOG After-Hours Rally & Meta's Potential TPU Deployment: Market Impact Analysis

On Nov 24, 2025, a Reddit post ([2], tier3 source) reported GOOG’s after-hours rise to $327 due to Meta’s potential TPU deployment, later confirmed by Yahoo Finance ([1], tier2 source). GOOG saw a 29.91% increase from Sept15-Nov24 ([0]), contrasting Reddit’s unsubstantiated 100% claim. NVDA dropped 2.08% after-hours ([0]) amid competition concerns. Upstream, LITE’s price target was raised by Mizuho ([1]), and AVGO is expected to benefit from data center gear ([1]).

1. AI Chip Competition Shift
   : Google’s TPUs emerge as a credible alternative to NVDA’s GPUs, validated by Meta’s talks ([1]).
2. Cross-Company Impacts
   : Meta’s TPU use could reduce NVDA dependency; GOOG gains a new revenue stream. Upstream players like LITE/AVGO benefit from TPU demand ([1]).
3. Source Credibility
   : Reddit’s hyperbolic claim highlights tier3 source limitations, emphasizing verified data need ([0]).

• GOOG
  : Recent rally may be priced in; deal cancellation could trigger correction ([0]).
• NVDA
  : Competition from TPUs/AMD may erode market share ([1]).
• META
  : Integration challenges and vendor lock-in risks exist ([2]).

• GOOG
  : New revenue from TPU sales to Meta and potential clients ([1]).
• Upstream
  : LITE (optical components) and AVGO (custom silicon) see demand growth ([1]).

Key metrics: GOOG’s 29.91% rise (Sept-Nov), NVDA’s 2.08% drop, Meta’s multi-billion potential deal ([0],[1]). Unresolved questions: Deal confirmation, deployment timeline, Meta’s GPU-to-TPU shift extent. Decision-makers should consider source credibility and deal uncertainty.