Meta's Potential Google TPU Deployment: Impact on GOOG, NVDA, and META

Meta Platforms (META) is in talks to use Google’s (GOOG) TPUs instead of NVIDIA’s (NVDA) GPUs, per [1] TechRadar. GOOG has gained ~30% since September 15 [0], boosted by Gemini3 adoption [2] and potential TPU market share gains. NVDA fell ~2.08% [0] as Meta’s switch threatens its data center dominance, while META rose ~2.26% [0] on cost-saving hopes.

Market caps: GOOG ($3.86T), NVDA ($4.30T), META ($1.63T) [0]. Affected sectors include AI chips, cloud computing, and social media.

1. GOOG’s Dual Growth Drivers
   : Gemini3 adoption [2] and TPU deal talks [1] fuel its rally.
2. NVDA’s Dominance Threat
   : Losing Meta as a customer could dent its ~40% data center revenue [0].
3. Meta’s Margin Boost
   : Cost savings from TPUs may improve margins [4].

• Speculative claim of GOOG surpassing NVDA by year-end is unsupported (NVDA’s market cap is larger) [0].
• FOMO risk for GOOG investors [5].
  
  Opportunities
  :
• GOOG expands TPU market share [1].
• Meta reduces AI infrastructure costs [4].

Data from [0]; event confirmed by [1], [3], [4].