GOOG Stock Soars To All Time Highs on NVDA Chip Comparision

1 day ago 6

Douglas A. McIntyre

Sat, November 29, 2025 astatine 9:35 AM CST 3 min read

Alphabet (GOOG) shares roseate 2.1% aft reports that Meta is successful precocious talks to walk billions connected Google’s TPU chips alternatively of NVIDIA GPUs.
Google TPUs are 2x cheaper than NVIDIA GPUs astatine modular 9,000-chip rack configurations.
NVIDIA mislaid astir $250B successful marketplace worth arsenic Wall Street recognized TPUs arsenic a morganatic alternative.
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Alphabet Inc. (NASDAQ: GOOG) shares climbed 2.1% connected Friday, November 28, 2025, arsenic retail sentiment surged to 64 (bullish) portion NVIDIA Corporation (NASDAQ: NVDA) sentiment dropped to 33 (bearish). The catalyst: reports that Meta Platforms Inc. (NASDAQ:META) is successful precocious talks to walk billions connected Google's TPU chips alternatively of NVIDIA's GPUs, triggering treatment astir the archetypal existent ace successful NVIDIA's dominance.

On r/stocks, idiosyncratic One-Blacksmith-4654 captured capitalist disorder successful a station that drew 734 upvotes: "Alphabet abruptly ripping toward a multi-trillion valuation and Nvidia losing a monolithic chunk of marketplace headdress adjacent though request for GPUs is supposedly inactive sky-high…none of this lines up with the narratives we were each trading connected earlier this year."

Alphabet abruptly ripping toward a multi-trillion valuation
by
u/One-Blacksmith-4654 in
stocks

Nvidia vs Google heats up aft Meta considers switching chips
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u/Illustrious_Lie_954 in
StockMarket

A elaborate investigation connected r/StockMarket noted that "after reports came retired that Meta is successful precocious talks to walk billions connected Google's AI chips alternatively of Nvidia's, the institution really enactment retired a connection defending its marketplace position. That seldom happens." NVIDIA's banal shed astir $250B successful marketplace worth portion Alphabet shares jumped arsenic Wall Street recognized TPUs arsenic a morganatic alternative.

Three factors thrust the bullish case:

Google TPUs are 2x cheaper than NVIDIA GPUs astatine modular 9,000-chip rack configurations, per semiconductor probe cited connected r/wallstreetbets
Google's bundle revamp breaks CUDA's monopoly, easing TPU spot onboarding
Potential TPU customers could correspond up to 10% of NVIDIA's yearly revenue, per The Information

A Google DeepMind TPU technologist stated connected X that the marketplace is "clueless astir hardware and the demand" pursuing NVIDIA's sell-off. The comment, shared wide connected r/StockMarket with 436 upvotes, emphasized that AI hardware request remains consistently precocious contempt banal volatility.