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

The event (Nov24,2025) originated from a Reddit post [2] stating Meta Platforms (META) is considering deploying Google’s TPUs in data centers, impacting GOOG, META, and NVDA. GOOG rose ~2% in after-hours trading [2], while NVDA fell ~2.05% [2]. Real-time data [0] shows META up +2.26% (Nov30) and NVDA down -2.08% (Nov30). The Technology sector rose +0.53% and Communication Services +0.799% on Nov24 [0]. Yahoo Finance [1] reports Meta could spend billions on TPUs starting in 2026, risking up to 10% of NVDA’s annual sales if the shift occurs.

1. AI Chip Market Shift: The potential deal signals a move from NVDA’s near-monopoly to a competitive landscape with Google’s TPUs gaining traction [1].
2. Cost-Savings Impact: Meta’s adoption of TPUs could lead to significant EPS boosts via reduced Nvidia costs [1].
3. Sector-Wide Optimism: Despite NVDA’s decline, tech and communication sectors showed positive sentiment, reflecting broader AI growth expectations [0].

• GOOG
  : Potential TPU revenue could add ~3% to Alphabet’s EPS by 2027 [1].
• META
  : Cost savings from TPUs may improve profitability [1].

• NVDA
  : Losing Meta as a customer could reduce annual sales by up to 10% [1], exacerbating its recent market cap drop of $700B [1].
• GOOG
  : Scaling TPU production to meet Meta’s demand poses a risk [1].
• META
  : Short-term integration risks (e.g., model compatibility) exist [1].

• GOOG
  : After-hours gain ~2% (Nov24) [2], current price $320.12 (Nov30) [0].
• META
  : +2.26% gain (Nov30) [0], potential EPS boost from TPU adoption [1].
• NVDA
  : -2.08% loss (Nov30) [0], risk of losing up to 10% annual sales [1].
• Sectors
  : Tech (+0.53%) and Communication Services (+0.799%) up on Nov24 [0].