
*Walter Bloomberg|11月 25, 2025 12:28
NVDA - NVIDIA SET TO LOSE 180B AS META CONSIDERS GOOGLE CHIPS
Meta is evaluating Google’s AI chips (TPUs) for its data centers starting in 2027 and may rent them through Google Cloud next year, The Information reports.
Nvidia shares fell 4.1% premarket on the news, putting it on track to lose about 180 billion in market value. Alphabet stock jumped 4%, nearing a 4 trillion valuation.
A deal with Meta would be a major boost for Google’s AI chip strategy and a rare shift away from Nvidia. Broadcom shares also rose, benefiting from broader AI infrastructure momentum.(*Walter Bloomberg)
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