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

The event originated from a Reddit post claiming Alphabet Inc (GOOG) rose to $327 in after-hours trading due to Meta Platforms (META) considering Google’s AI chips (TPUs) [6]. This was partially confirmed by a Yahoo Finance article stating Meta is discussing spending billions on Google’s TPUs [3].

Short-term market impacts: GOOG has rallied +85.91% over 6 months [4], with a current price of $320.12 [0]. NVDA’s stock fell -2.08% daily to $176.51 [2], likely due to investor concerns about Meta shifting away from its GPUs. META’s stock rose +2.26% to $647.95 [1], reflecting expected cost savings from TPUs.

Medium-term impacts: If Meta proceeds with TPUs, it could shift AI chip demand from NVDA to GOOG, reducing NVDA’s revenue and increasing Google’s AI chip revenue [5]. This may influence other companies to adopt TPUs, further impacting NVDA’s market share.

• Cross-domain connection: Meta’s potential TPU adoption links AI chip competition (GOOG vs NVDA) to social media (META) cost efficiency.
• Unsupported claim: The Reddit assertion of GOOG surpassing NVDA by year-end is false—NVDA’s market cap ($4.30T) is higher than GOOG’s ($3.86T) [0][2].
• Market sentiment: Investors are pricing in disruption to NVDA’s dominance while optimistic about GOOG’s AI chip growth and META’s cost savings.

• Risks: NVDA faces competition risk from Google’s TPUs [5]; users should be aware of unsubstantiated claims (like GOOG surpassing NVDA).
• Opportunities: GOOG can expand its AI chip revenue to external customers; META may achieve cost savings from TPUs.

• GOOG: 6-month return +85.91% [4], market cap $3.86T [0].
• NVDA: Daily drop -2.08% [2], market cap $4.30T [2].
• META: Daily gain +2.26% [1], market cap $1.63T [1].
  Key factors to monitor: Meta-Google deal finalization, NVDA’s response, TPU adoption trends by other companies.