"Alphabet Inc. ( NASDAQ: GOOG) shares climbed 2.1% on Friday, November 28, 2025, as retail sentiment surged to 64 (bullish) while NVIDIA Corporation ( NASDAQ: NVDA) sentiment dropped to 33 (bearish). The catalyst: reports that Meta Platforms Inc. ( NASDAQ:META) is in advanced talks to spend billions on Google's TPU chips instead of NVIDIA's GPUs, triggering discussion about the first real crack in NVIDIA's dominance."
"A detailed analysis on r/StockMarket noted that "after reports came out that Meta is in advanced talks to spend billions on Google's AI chips instead of Nvidia's, the company actually put out a statement defending its market position. That rarely happens." NVIDIA's stock shed roughly $250B in market value while Alphabet shares jumped as Wall Street recognized TPUs as a legitimate alternative."
Alphabet shares climbed 2.1% on November 28, 2025 while retail sentiment for Alphabet rose to 64 (bullish) and NVIDIA sentiment fell to 33 (bearish). Meta Platforms is in advanced talks to spend billions on Google's TPU chips instead of NVIDIA's GPUs, prompting investor reactions and a roughly $250 billion decline in NVIDIA market value. Reddit posts captured investor confusion and debate. Three factors support the bullish TPU case: Google TPUs are about twice as cheap as NVIDIA GPUs at standard 9,000-chip rack configurations; Google's software changes reduce reliance on CUDA; potential TPU customers could equal up to 10% of NVIDIA's annual revenue.
Read at 24/7 Wall St.
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