Meta's Potential Google TPU Adoption: Market Impact on GOOG, NVDA, and META
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Meta Platforms (META) is in talks to deploy Google’s (GOOG) AI chips (TPUs) in data centers, competing with NVIDIA (NVDA). GOOG rose ~2% AH to $327; NVDA fell ~2.05% AH [1].
- GOOG: Closed +2.40% on event day (2025-11-24) [0].
- NVDA: Closed +1.70% event day but dropped -2.59% next day [0].
- META: Closed +2.39% event day [0].
GOOG’s 10-day price up ~15.57% (2025-11-14 to 28) [0]. NVDA down ~6.93% same period [0].
| Metric | GOOG [0] | NVDA [0] | META [0] |
|---|---|---|---|
| Market Cap | $3.86T | $4.30T | $1.63T |
| Event Day Volume | 55.31M (2x avg) | 256.62M (1.3x avg) | 23.55M (1.4x avg) |
Direct: GOOG (TPU sales), NVDA (market share risk), META (cost savings).
- Info Gap: No official confirmation [1].
- Risks: Speculative moves due to unconfirmed source; FOMO risk for GOOG [1].
- Monitor: Official announcements from Meta/Google; NVDA’s response [0].
Insights are generated using AI models and historical data for informational purposes only. They do not constitute investment advice or recommendations. Past performance is not indicative of future results.
About us: Ginlix AI is the AI Investment Copilot powered by real data, bridging advanced AI with professional financial databases to provide verifiable, truth-based answers. Please use the chat box below to ask any financial question.