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Alphabet (GOOG) shares rose 2.1% after reviews that Meta is in superior talks to spend billions on Google’s TPU chips as a substitute of NVIDIA GPUs.
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Google TPUs are 2x cheaper than NVIDIA GPUs at customary 9,000-chip rack configurations.
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NVIDIA misplaced roughly $250B in market worth as Wall Avenue acknowledged TPUs as a legit various.
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Alphabet Inc. (NASDAQ: GOOG) shares climbed 2.1% on Friday, November 28, 2025, as retail sentiment surged to 64 (bullish) whereas NVIDIA Company (NASDAQ: NVDA) sentiment dropped to 33 (bearish). The catalyst: reviews that Meta Platforms Inc. (NASDAQ:META) is in superior talks to spend billions on Google’s TPU chips as a substitute of NVIDIA’s GPUs, triggering dialogue in regards to the first actual crack in NVIDIA’s dominance.
On r/shares, consumer One-Blacksmith-4654 captured investor confusion in a submit that drew 734 upvotes: “Alphabet immediately ripping towards a multi-trillion valuation and Nvidia dropping an enormous chunk of market cap although demand for GPUs is supposedly nonetheless sky-high…none of this strains up with the narratives we had been all buying and selling on earlier this yr.”
Alphabet immediately ripping towards a multi-trillion valuation
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u/One-Blacksmith-4654 in
shares
Nvidia vs Google heats up after Meta considers switching chips
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u/Illustrious_Lie_954 in
StockMarket
An in depth evaluation on r/StockMarket famous that “after reviews got here out that Meta is in superior talks to spend billions on Google’s AI chips as a substitute of Nvidia’s, the corporate really put out a press release defending its market place. That hardly ever occurs.” NVIDIA’s inventory shed roughly $250B in market worth whereas Alphabet shares jumped as Wall Avenue acknowledged TPUs as a legit various.
Three elements drive the bullish case:
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Google TPUs are 2x cheaper than NVIDIA GPUs at customary 9,000-chip rack configurations, per semiconductor analysis cited on r/wallstreetbets
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Google’s software program revamp breaks CUDA’s monopoly, easing TPU chip onboarding
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Potential TPU clients might signify as much as 10% of NVIDIA’s annual income, per The Info
A Google DeepMind TPU engineer acknowledged on X that the market is “clueless about {hardware} and the demand” following NVIDIA’s sell-off. The remark, shared extensively on r/StockMarket with 436 upvotes, emphasised that AI {hardware} demand stays constantly excessive regardless of inventory volatility.
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