Meta-Google TPU Deal Rumors: Impact on GOOG, META, and NVDA Market Dynamics

This analysis originates from a Reddit discussion published on November 24, 2025, followed by external reports confirming Meta Platforms’ (META) advanced talks with Alphabet (GOOG) about using Google’s Tensor Processing Units (TPUs) [1][2][5]. The news drove significant stock movements: GOOG recorded an 85.91% gain from May to November 2025 [0], META rose by 2.26% [0], and Nvidia (NVDA) fell by 2.08% [0]. The Technology sector increased by 0.53% on November 24 [0], reflecting broader AI infrastructure optimism.

Cross-domain connections include:

1. Meta’s potential cost savings from TPUs (instead of NVDA’s GPUs) could boost earnings [1].
2. Google’s TPUs may capture up to 20% of the AI chip market over the next few years [4], challenging NVDA’s 80-90% dominance [4].
3. Broadcom (AVGO), co-developer of Google’s TPUs, saw an 11.10% stock rise on November 29 [3].

• Risks
  :
  • NVDA: Loss of Meta as a key customer and potential market share erosion [3][4].
  • GOOG: Execution risk in scaling TPU production to meet Meta’s demand [1].
  • META: Integration risk of TPUs into existing data center infrastructure [2].
• Opportunities
  :
  • GOOG: New revenue stream from TPU rentals and sales [1].
  • META: Reduced supply chain risk and cost efficiency [2].
  • AVGO: Benefits from co-development of TPUs [3].

• Stock Performance
  : GOOG (+85.91% May-Nov), META (+2.26% recent), NVDA (-2.08% recent) [0].
• Market Caps
  : GOOG ($3.86T), NVDA ($4.30T), META ($1.63T) [0].
• AI Chip Market Share
  : NVDA (80-90% [4]), GOOG (projected 10-20% [4]).

This summary provides objective data for decision-making without prescriptive recommendations.