GOOG After-Hours Rally & Meta TPU Speculation: Market Impact & Risk Analysis

The event stems from a Reddit post [1] claiming Alphabet Inc. (GOOG) shares rose to $327 in after-hours trading on November 24, 2025, due to reports Meta Platforms (META) is considering deploying Google’s AI chips (TPUs) in its data centers instead of NVIDIA’s (NVDA) GPUs. Internal data [0] confirms GOOG has gained 67.81% from August 1 to November 24, 2025, with an after-hours price of $320.12 (slight decline from the Reddit claim). NVDA’s after-hours price dropped by -2.08% to $176.51, while META gained +2.26% to $647.95. Market caps as of November 24 are GOOG ($3.86T), NVDA ($4.30T), and META ($1.63T), meaning GOOG needs to gain ~11.3% to surpass NVDA (contradicting the Reddit claim of year-end dominance [1]).

1. AI Chip Ecosystem Shift
   : If Meta uses Google’s TPUs, it could challenge NVDA’s dominance in the AI chip market, though this claim is unsubstantiated [1].
2. GOOG’s Momentum
   : GOOG’s 67.81% gain in ~4 months reflects strong investor confidence in its AI initiatives (e.g., Gemini 3), but validation of TPU adoption is critical.
3. Speculative Market Reaction
   : NVDA’s drop and META’s gain highlight investor sensitivity to cost-saving opportunities and competitive threats from AI chip alternatives.

• Unverified Source
  : The Reddit post is a Tier4 user-generated content [1], leading to speculative investment decisions.
• FOMO Risk
  : Reddit users mentioned FOMO-driven buying [1], which may result in overpaying for shares based on unconfirmed news.
• NVDA Revenue Risk
  : If Meta switches to Google’s TPUs (unconfirmed), NVDA could lose a major customer, impacting revenue.

• GOOG TPU Expansion
  : Google could expand TPU adoption beyond its ecosystem, boosting its AI chip business.
• Meta Cost Savings
  : META may reduce AI infrastructure costs if using Google’s TPUs, improving margins.
• GOOG Momentum
  : Continued validation of AI initiatives (like TPUs) could sustain GOOG’s rally.

• GOOG Performance
  : 67.81% gain from August 1 to November 24, 2025 [0].
• After-Hours Prices
  : GOOG ($320.12), NVDA ($176.51), META ($647.95) [0].
• Market Caps
  : GOOG ($3.86T), NVDA ($4.30T), META ($1.63T) [0].
• Unverified Claim
  : No credible sources (e.g., Bloomberg, Reuters) have confirmed Meta’s TPU deployment [2].
• Actionable Steps
  : Wait for official statements from Meta/Google; monitor earnings calls for AI infrastructure updates.