Analysis Report: Meta Mulls Google TPU Deployment & Impact on GOOG, NVDA, META

On November 24, 2025 (EST), a Reddit discussion highlighted Alphabet Inc. (GOOG) shares rising to $327 in after-hours trading following reports that Meta Platforms (META) is considering deploying Google’s Tensor Processing Units (TPUs) in its data centers. Key claims from the discussion included:

• GOOG’s rally (nearly 100% in 6 months)
• Potential cost savings for Meta via TPU adoption
• Concerns over NVIDIA (NVDA) losing market share

Verified sources confirm

reported Meta is in talks to spend billions on Google TPUs for 2027 data center deployment, marking a shift from Google’s traditional cloud rental model to direct hardware sales [0][5]. This news triggered immediate market reactions across GOOG, NVDA, and META.

• GOOG
  : After-hours surge to $327 followed by a slight pullback to $320.12 (down 0.05% on Nov 28). Over 51 trading days (Sept 15–Nov24), GOOG gained
  29.91%
  ($245.14 → $318.47) driven by AI momentum (Gemini 3 launch + TPU adoption talks) [1][4].
• NVDA
  : Immediate
  2.08% drop
  ($180.26 → $176.51) due to potential loss of Meta as a key GPU customer. The stock lost ~$100B in market value post-report but partially recovered [0][2].
• META
  :
  2.26% gain
  ($633.61 → $647.95) as investors priced in expected cost savings from TPU adoption [3].

• Sector
  : Technology sector overall rose
  0.53%
  (Nov28), but NVDA’s decline reflects company-specific risk [5].
• Sentiment
  : Mixed—GOOG’s AI hardware push is viewed positively, but NVDA’s dominant position (5x tokens-per-dollar advantage over TPU v6e per benchmarks) tempers bearish claims [6].

Metric	GOOG	NVDA	META
Market Cap	$3.86T	$4.30T	$1.63T
EPS (TTM)	$10.12	$4.04	$22.62
P/E Ratio	31.63	43.69	28.65
Recent Price Change (Nov28)	-0.05%	-2.08%	+2.26%
2-Month Gain (Sept15-Nov24)	+29.91%	N/A	N/A

Additional Insights:

• GOOG’s 50-day moving average ($264.32) is below current price ($320.12), indicating upward momentum [4].
• NVDA’s 52-week range ($86.62–$212.19) shows a recent decline from highs [2].
• Meta’s volume (7.24M) is below average (16.96M), suggesting limited selling pressure [3].

• Direct
  : GOOG (Alphabet), NVDA (Nvidia), META (Meta Platforms).
• Sectors
  : Technology (AI hardware/cloud), Cloud Computing (Google Cloud).
• Supply Chain
  : Google’s TPU manufacturing partners, Meta’s data center infrastructure providers, Nvidia’s GPU component suppliers.

1. Deal Terms
   : Exact timeline (2027 start per reports, but no details on contract value/volume) [0][5].
2. Cost Efficiency
   : Conflicting claims—Reddit cites cost savings for Meta, but benchmarks show Nvidia’s
   5x tokens-per-dollar advantage
   over TPU v6e [6].
3. Adoption Scale
   : Will Meta replace all GPUs with TPUs or use a hybrid model?

• Bullish for GOOG
  : Expansion of TPU ecosystem beyond Google Cloud (potential 10% of NVDA’s revenue per Google’s claims) [5].
• Bearish for NVDA
  : Risk of customer churn to Google’s TPUs, but dominant market share (~80% of AI GPU market) mitigates short-term impact [0].
• Neutral for META
  : Cost savings may be offset by TPU’s lower efficiency (per benchmarks), so net impact is uncertain [6].

1. Finalization of Meta-Google TPU deal (terms/volume).
2. Nvidia’s response (price cuts, new GPU launches).
3. Adoption of TPUs by other big tech firms (Apple/Anthropic already using TPUs per reports) [0].

• NVDA
  : Users should be aware that potential loss of major customers like Meta to Google’s TPUs could impact revenue growth. Historical data shows customer churn in tech hardware can lead to
  5–10% stock declines
  [0][2].
• GOOG
  : This development raises concerns about overvaluation—GOOG’s P/E ratio (31.63) is higher than Meta’s (28.65) and the tech sector average (~25), so further gains depend on TPU adoption materializing [1][5].
• FOMO Warning
  : The Reddit discussion mentions user FOMO, but investors should avoid decisions based on social media hype without verifying fundamentals (e.g., TPU efficiency vs GPUs) [6].

[0] Web Search Results: The Information via AOL Finance, Korea Herald, Chip Briefing (2025-11-24 to 2025-11-29).
[1] Real-Time Quote: GOOG (2025-11-29).
[2] Real-Time Quote: NVDA (2025-11-29).
[3] Real-Time Quote: META (2025-11-29).
[4] Stock Daily Prices: GOOG (2025-09-15 to 2025-11-24).
[5] Sector Performance: US Stock Market (2025-11-29).
[6] Curated News: TechMeme (2025-11-29) on TPU vs GPU efficiency.
[7] Reddit Discussion (2025-11-24 EST) — Original Event.