Analysis of GOOG After-Hours Rally & Meta's Potential Google TPU Deployment

On November 24, 2025 (EST), Alphabet Inc (GOOG) shares gained ~2% in after-hours trading to $327 after reports emerged that Meta Platforms (META) is in talks to deploy Google’s Tensor Processing Units (TPUs) in its data centers. This development follows GOOG’s ~52% rally since mid-September, driven by AI initiatives like Gemini. NVIDIA (NVDA) shares declined ~2.05% in after-hours trading as investors reacted to potential competition from Google’s TPUs.

• The Meta-Google TPU talks signal potential shifts in AI chip sourcing strategies, posing competitive risks to NVDA.
• GOOG’s recent rally reflects investor confidence in its AI ecosystem expansion (Gemini + TPUs).
• After-hours price movements highlight market sensitivity to unconfirmed AI-related partnerships.

• Risks
  : Unconfirmed nature of the Meta-Google deal could lead to volatility if not finalized; NVDA faces increased competition in the AI chip segment.
• Opportunities
  : GOOG could expand TPU revenue streams via Meta partnership; META may achieve cost savings from TPU adoption.

• GOOG: ~2% AH gain to $327 on Meta TPU reports.
• NVDA: ~2.05% AH decline due to competitive concerns.
• GOOG’s mid-September to Nov 24 rally: ~52%.
• Meta’s potential TPU deployment indicates a possible move away from current AI chip providers.