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

On November 24, 2025 (EST), a Reddit post highlighted Alphabet Inc.'s (GOOG) after-hours rise to $327 following unconfirmed reports Meta Platforms (META) is in talks to use Google’s TPUs. GOOG has rallied 29.91% from September 15 to November 24, driven by AI advancements like Gemini3 [0]. NVDA shares fell ~2.08% due to competitive threats, while META gained ~2.26% (aligning with cost-savings expectations) [0].

1. AI Chip Competition
   : Google’s TPU expansion to third parties (like Meta) challenges NVDA’s dominant market position.
2. Cost Efficiency
   : Meta’s potential switch could reduce AI infrastructure costs and supply chain risk.
3. Source Reliability
   : The original report’s credibility is unconfirmed, requiring verification before acting.

• Unsupported Claim
  : GOOG surpassing NVDA as largest company by year-end is unfounded (NVDA market cap: $4.30T vs GOOG: $3.86T) [0].
• Deal Uncertainty
  : The Meta-TPU talks are unconfirmed, leading to potential market volatility if the report is debunked.

• GOOG
  : Diversifies revenue beyond ads via chip sales to third parties.
• META
  : Improves margins through reduced NVDA dependency.

• GOOG
  : Market cap $3.86T, +29.91% (Sept-Nov), P/E:31.63.
• NVDA
  : Market cap $4.30T, -2.08% (latest), P/E:43.69.
• META
  : Market cap $1.63T, +2.26% (latest), P/E:28.66.
• Tech Sector
  : Up 0.53% [0].

All data is from internal sources; cross-verify with external credible outlets for decision-making.