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

On November 24, 2025 (EST), a Reddit discussion (ticker: GOOG) highlighted that Alphabet Inc. (GOOG) shares rose in after-hours trading to $327 amid unconfirmed reports that Meta Platforms (META) was considering deploying Google’s Tensor Processing Units (TPUs) in its data centers. The discussion included mixed sentiments:

• Optimism about GOOG’s rally (noting a nearly 100% gain in 6 months) and potential EPS boost for Meta from cost savings
• Skepticism about the source’s reliability
• User expressions of FOMO to buy GOOG shares [2]

A subsequent report on November 30, 2025, confirmed that Meta had inked a multibillion-dollar deal to rent and purchase Google’s TPUs from 2026 to 2027, diversifying its AI chip supply away from Nvidia (NVDA) [1].

• GOOG
  : Rose 29.91% from September 15 to November 24, 2025 (from $245.14 to $318.47) [0]. Real-time price as of November 30: $320.12 [0].
• NVDA
  : Dropped 2.08% to $176.51 on November 30, reflecting investor concerns over losing Meta as a key customer [0].
• META
  : Gained 2.26% to $647.95 on November 30, aligning with expectations of cost savings from using Google’s TPUs [0].

• GOOG
  : The deal positions Google as a viable competitor to NVDA in the AI chip market, boosting its cloud and AI hardware business [1].
• NVDA
  : Faces increasing competition as key customers like Meta diversify chip sources, potentially eroding its 80%+ market share in AI accelerators [1].
• META
  : Reduces reliance on NVDA’s GPUs, mitigating supply chain risks and lowering operational costs [1].

Initial Reddit skepticism about source reliability shifted to positive for GOOG/META and negative for NVDA after the deal confirmation [1].

• Directly Impacted Stocks
  : GOOG (Alphabet), META (Meta Platforms), NVDA (Nvidia) [0][1].
• Related Sectors
  : AI chip manufacturing, cloud computing, social media (Meta’s AI use cases), tech hardware [1].
• Supply Chain
  : Google’s TPU suppliers (e.g., Broadcom) may benefit from increased demand [1].

• Exact financial terms of the Meta-Google deal (total value, number of TPUs)
• Quantifiable impact on Meta’s EPS (as referenced in the Reddit discussion)
• NVDA’s contingency plans to retain customers [1]

• GOOG
  : Strategic win for cloud/AI chip business
• META
  : Risk mitigation via supplier diversification
• NVDA
  : Sign of growing competition in AI chips [1]

• NVDA
  : Users should be aware that NVDA may face declining market share as customers like Meta shift to Google’s TPUs, impacting revenue growth [1].
• GOOG
  : Supply chain constraints could hinder meeting Meta’s TPU demand [1].
• Source Reliability
  : Initial reports originated from a Reddit discussion (user-generated content). Verify with official/high-tier sources before decisions [2].

• Execution of the Meta-Google deal
• NVDA’s response (new chips, software enhancements)
• Adoption of Google’s TPUs by other tech companies [1]

[0] Ginlix Analytical Database (internal tools: get_stock_realtime_quote, get_stock_daily_prices)
[1] Webpronews. “Meta Inks Multibillion Google TPU Deal to Diversify From Nvidia.” https://www.webpronews.com/meta-inks-multibillion-google-tpu-deal-to-diversify-from-nvidia/ (2025-11-30)
[2] Reddit Discussion (ticker: GOOG, 2025-11-24 EST)