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Meta Google TPU deal 2025: Stocks, timeline, and what it means for AI chips

TL;DR

The Meta Google TPU deal 2025 reportedly involves Meta using Google’s TPUs in its own data centers from 2027 and possibly renting TPUs via Google Cloud in 2026. Nvidia fell while Alphabet rose after the news. Investors now weigh google tpu vs nvidia gpu dynamics.

The Meta Google TPU deal 2025 talks, reported by The Information and echoed by Reuters, signal a potential multibillion‑dollar shift in AI hardware. If finalized, Meta could run Google TPUs inside its facilities and rent capacity sooner via Google Cloud. That would broaden Google’s chip footprint beyond its own servers.

Meta Google TPU deal 2025: what’s reported

Reuters, citing The Information, says Meta is negotiating to deploy Google’s TPUs in its data centers from 2027. The talks also involve renting TPUs via Google Cloud “as early as next year,” Reuters added. The effort aligns with Google’s push to place TPUs in customers’ sites, including meta data centers 2027 if a deal is sealed.

Market reaction: Nvidia falls, Alphabet rises

After the headlines, nvidia shares fall 2.6% on Nov 25, Reuters reported. The Financial Times added an intraday drop of more than 7% before the stock closed down 2.6%. Alphabet rose about 1.5%, while Super Micro Computer and Oracle also weakened.

Alphabet nears $4T amid AI momentum

A day earlier, Alphabet surged more than 5% to a record $315.9. As a result, alphabet nears $4 trillion in market value, according to Reuters. The Meta–Google chip story added to the momentum, and alphabet nears $4 trillion again in investor narratives.

Timeline: Meta–Google TPU deal 2025 and related moves

• Nov 24, 2025: Alphabet jumps over 5% to $315.9. With that, alphabet nears $4 trillion, Reuters reported.
• Nov 25, 2025: The Information report surfaces; Reuters and FT track the market move. MarketWatch later flagged after‑hours gains for Alphabet as nvidia shares fall.
• 2026: Meta could rent TPUs via Google Cloud “as early as next year,” Reuters noted.
• 2027: Deployment in meta data centers 2027 is the working target, if a deal is signed.
• Last month: The anthropic google tpu deal expanded to as many as one million Google chips, Reuters said.

How Google’s TPUs challenge Nvidia GPUs

Google TPU vs Nvidia GPU: why this matters

Google is pushing customers to adopt TPUs in their own data centers, Reuters reported. That strategy takes the google tpu vs nvidia gpu contest beyond cloud‑only usage. FT also noted that Google’s Gemini 3 was trained on TPUs.

Moreover, the anthropic google tpu deal shows growing buyer appetite and scale. Google Cloud executives have suggested TPUs could capture up to 10% of Nvidia’s annual revenue, according to Reuters. If Meta follows, the Meta Google TPU deal 2025 would reinforce that shift.

Caveat: talks unconfirmed

Alphabet, Meta and Nvidia did not immediately comment on the discussions, Reuters said. Therefore, terms, timing, and scale remain unverified. Investors should treat the Meta Google TPU deal 2025 as provisional.

Broader market context

All three major U.S. stock indexes finished higher on Nov 25, Reuters reported. However, Nvidia’s decline limited the Nasdaq’s gain. In short, nvidia shares fall even as broader risk assets advanced.

What’s next for the Meta–Google TPU talks

Watch for any company confirmation or guidance updates. In the near term, Meta could test rentals via Google Cloud in 2026, before integration in meta data centers 2027. If confirmed, the Meta Google TPU deal 2025 could reshape AI chip demand models.