Meta’s TPU Consideration: Market Impact on GOOG, NVDA, and META

On November 24, 2025, Meta Platforms (META) announced talks to deploy Google’s AI chips (TPUs) in its data centers, rippling across AI hardware and social media sectors [4]. Alphabet (GOOG) saw an 85.91% 6-month surge via AI advancements like Gemini 3 and TPU expansion [0]. NVIDIA (NVDA) faced a 2.08% after-hours decline as investors担忧 competitive threats to GPU dominance [0]. Meta’s shift could diversify GOOG’s revenue beyond cloud services [1] while challenging NVDA’s AI hardware market share [2]. For META, cost-saving opportunities may boost EPS, though integration risks remain [1].

Cross-domain correlations show GOOG’s TPU push is a strategic play to capture AI hardware share from NVDA [3]. Meta’s TPU consideration signals a trend of reducing NVDA reliance [1]. Deeper implications include GOOG’s growing AI ecosystem influence and NVDA’s need to innovate [2].

• GOOG
  : Opportunity to diversify revenue via TPU expansion; risk of short-term correction if Meta’s deal fails [1].
• NVDA
  : Risk of market share loss; need to respond with new products [2]. Michael Burry’s Cisco comparison warns of AI capex overcapacity [3].
• META
  : Cost-saving opportunity for EPS growth; risk of delayed benefits from integration challenges [1].

As of November 28, 2025:

• GOOG: $320.12 price, $3.86T market cap [0]
• NVDA: $176.51 price, $4.30T market cap [0]
• META: $647.95 price, $1.63T market cap [0]
  GOOG’s surge reflects AI momentum; NVDA’s decline highlights competitive pressures [0]. Meta’s TPU adoption underscores the evolving AI hardware landscape [1].