Nvidia has come under pressure from investors after reports that Meta is considering moving some of its AI workloads to Google chips. News of the potential deal alone sent Nvidia shares down 4,1% in premarket trading and put the company on course to lose about $180 billion in market value in a single day.
Nvidia has come under pressure from investors after reports that Meta is considering moving some of its AI workloads to Google chips. News of the potential deal alone sent Nvidia shares down 4,1% in premarket trading and put the company on course to lose about $180 billion in market value in a single day.
This is reported by Investing.com with reference to The Information. According to the publication, Meta Platforms is considering the possibility of using Google’s Tensor Processors (TPUs) in its data centers starting in 2027. Separately, the leasing of these chips through Google Cloud is being discussed starting next year.
TPUs are Google’s specialized processors for artificial intelligence tasks. The company first introduced them in 2018 for its own cloud services, and then gradually released new generations, «sharpened» for training and running large models. Such chips are designed specifically for AI computing and, according to experts, can be more efficient and cheaper to operate than general-purpose graphics processors.
The market reacted instantly: investors saw Meta’s plans as a risk to Nvidia’s dominance as the main supplier of AI hardware. On the other side, Google: shares of parent company Alphabet jumped about 4% and brought it closer to the $4 trillion market capitalization benchmark.
For Google, a potential deal with Meta would be a major validation of the competitiveness of its own chips. It would be a rare case where a large platform of Meta’s scale relies not only on Nvidia but also on an alternative accelerator supplier. Such a move could push other big players to diversify their purchases more actively.
The news also had a positive impact on Broadcom, which makes money on data center and AI infrastructure. The company’s shares, which rose more than 11% the day before, added about 2,5% on expectations of further expansion of investments in artificial intelligence hardware.
In a broader perspective, the Meta story shows that even rumors of major platform transitions between chip suppliers can «subtract» tens of billions of dollars from the market leader’s capitalization in a day. If Meta does indeed launch Google’s TPU in production, it could weaken the industry’s dependence on a single player and force Nvidia to fight more aggressively to maintain its position in the AI race.
Previously, dev.ua wrote about how in the third quarter of 2025, Nvidia showed record quarterly revenue of $57 billion and sharply increased its forecast, stating that the artificial intelligence market is in a phase of sustainable growth, not a speculative «bubble.»
