GOOG After-Hours Rally Amid Meta's Potential TPU Adoption: Market Impact & Risk Analysis

On November 24, 2025 (EST), a Reddit post [2] reported that Alphabet Inc. (GOOG) shares rose to $327 in after-hours trading following unconfirmed rumors that Meta Platforms (META) is considering deploying Google’s AI chips (TPUs) in its data centers. The post highlighted GOOG’s significant rally (~100% per user claim, though verified data shows a 29.91% rise from September 15 to November 24 [0]) and suggested potential bearish impacts on NVIDIA (NVDA) due to competitive pressure from Google’s TPUs.

• GOOG
  : Shares rallied 29.91% over 51 trading days (September 15 to November 24, 2025) from $245.14 to $318.47 [0]. As of November 29, 2025, GOOG closed at $320.12 (-0.05% daily) [0].
• NVDA
  : Faced downward pressure, closing at $176.51 (-2.08% daily) [0], likely due to concerns over competition from Google’s TPUs.
• META
  : Gained 2.26% to close at $647.95 [0], reflecting investor optimism about potential cost savings from TPU adoption.

The Technology sector, which includes all three companies, rose 0.53% on the latest available date [0], indicating broader positive sentiment despite NVDA’s short-term decline.

The Reddit post reflects user FOMO (fear of missing out) on GOOG shares [2], while NVDA faces bearish sentiment due to perceived competitive threats from Google’s AI hardware.

Sector Performance: Technology sector up 0.53% [0].

• Directly Impacted
  : GOOG (AI chip supplier), NVDA (competitor in AI hardware), META (potential TPU customer).
• Related Sectors
  : Technology (AI hardware subsector), data center infrastructure.

• Official Confirmation
  : The Meta-TPU adoption rumor is unconfirmed (Reddit is a Tier3 source [2]). Further investigation is needed to verify if the deal is official.
• Cost-Performance Tradeoffs
  : A recent analysis shows NVDA’s chips have a 5x tokens-per-dollar advantage over Google’s TPU v6e [1]. Decision-makers should evaluate whether Meta’s potential cost savings from TPUs outweigh performance losses.
• Order Volume
  : The scale of Meta’s potential TPU orders (if confirmed) will determine the impact on GOOG and NVDA’s revenue.

• NVDA
  : Users should be aware that competition from Google’s TPUs may impact NVDA’s market share in the AI hardware space [1][2].
• GOOG
  : The effectiveness of TPUs in competing with NVDA’s chips (cost and performance) remains a key risk factor [1].
• META
  : Adopting TPUs could lead to cost savings, but potential performance tradeoffs need careful evaluation [1][2].

• Official confirmation of Meta’s TPU deployment.
• Detailed cost-performance comparisons of TPUs vs. NVDA chips.
• Changes in market share for AI hardware providers.

This analysis is for informational purposes only and does not constitute investment advice. Always conduct thorough research before making financial decisions.