Analysis of GOOG After-Hours Rally and Meta's Potential TPU Adoption Impact on NVDA

The event stems from a Reddit post (Nov 24, 2025) claiming GOOG rose to $327 in after-hours trading following reports Meta is considering Google’s TPUs. GOOG closed at $318.47 on Nov24 (+2.40%) with elevated volume (55.31M vs avg24.46M) [4], then opened at $326.80 next day. NVDA fell ~2.59% on Nov25 [5] amid competitive concerns. GOOG’s 52-week gain (~131%) aligns with the 6-month rally claim [0], while NVDA’s current market cap ($4.30T) remains larger than GOOG’s ($3.86T) [1,0].

1. GOOG’s volume spike on Nov24 confirms FOMO buying pressure as mentioned in the Reddit thread.
2. NVDA’s Nov25 correction reflects investor anxiety over Google’s TPU competition for data center clients like Meta.
3. The original report’s reliability is unsubstantiated, with no mainstream news confirming Meta’s TPU talks [2,3].
4. The claim of GOOG surpassing NVDA by year-end is unsupported by current market caps ($3.86T vs $4.30T).

• Unconfirmed news risk: Acting on Reddit reports may lead to losses if false.
• Competitive risk for NVDA: Potential Meta switch to TPUs could reduce NVDA’s data center revenue.
• FOMO risk: Investors chasing GOOG’s rally without due diligence face valuation risks.

• GOOG may gain market share in AI chips if Meta adopts TPUs, boosting its data center revenue.
• Meta could realize cost savings from TPU adoption, though the scale is unquantified.

GOOG’s after-hours rise to $327 is linked to unconfirmed Meta TPU talks. GOOG’s recent rally (~52% since mid-Sept) and NVDA’s drop highlight AI chip competition. Investors should wait for official confirmation from Meta/Google before acting, and monitor NVDA’s customer retention metrics.