Market Impact Analysis: GOOG's After-Hours Rally & Meta's TPU Consideration vs NVDA

On November 24,2025 (19:52 EST), a Reddit discussion ([5]) raised claims about Alphabet Inc. (GOOG)'s rally, Meta Platforms (META) considering Google’s Tensor Processing Units (TPUs) instead of NVIDIA (NVDA)'s GPUs, and related market movements. Market data ([3],[4]) shows GOOG closed +2.4% at $318.47 on Nov24 and opened Nov25 at $326.80, aligning with the reported after-hours (AH) rise to $327. NVDA closed +1.7% at $182.55 on Nov24 but opened Nov25 at $174.91 (~4.1% drop), consistent with the reported AH decline. A Techmeme article ([2]) notes Google’s TPUv7 Ironwood positions it as a challenger to NVDA’s AI chip dominance, supporting the competitive threat discussed.

1. Competitive Threat to NVDA: Google’s TPUs represent a significant challenge to NVDA’s AI chip market share, especially if Meta switches suppliers.
2. GOOG’s Growth Potential: Expanding TPU adoption could strengthen Google’s cloud and AI business lines.
3. Unverified Claims: The Reddit discussion includes unsubstantiated claims (e.g., GOOG’s 100% 6-month rally) requiring Tier1 source verification.

• Risks
  : For NVDA, potential loss of Meta revenue if Meta adopts TPUs; reliance on user-generated content (unverified claims) poses accuracy risks.
• Opportunities
  : For GOOG, gaining AI chip market share via TPU deployments; for Meta, potential cost savings from TPUs (if adopted).

• GOOG’s Nov20-Nov28 performance: +10.4% ([3]).
• NVDA’s Nov20-Nov28 performance: -2.0% ([4]).
• AH movements align with market data but need context (e.g., NVDA’s larger opening drop vs reported AH decline).
• Critical info gaps require Tier1 source verification (Meta’s plans, NVDA’s revenue from Meta, GOOG’s 6-month performance, cost savings for Meta).