How this Google report has wiped away $150-plus billion from Nvidia's market value

Nvidia's market value plunged over $150 billion following a report that Meta is exploring Google's AI chips. Meta, a major Nvidia customer, might rent Google's TPUs soon, potentially integrating them by 2027. This news boosted Alphabet's shares, signaling increased competition in the AI chip sector.

Nov 25, 2025 2

How this Google report has wiped away $150-plus billion from Nvidia's market value
Nvidia's market value plunged over $150 billion following a report that Meta is exploring Google's AI chips. Meta, a major Nvidia customer, might rent Google's TPUs soon, potentially integrating them by 2027. This news boosted Alphabet's shares, signaling increased competition in the AI chip sector.
Read More