--- title: "Nvidia’s Stock Falls On Reports Meta Will Use Alphabet A.I. Chips" type: "News" locale: "en" url: "https://longbridge.com/en/news/267384255.md" description: "Nvidia's stock fell 4% after reports that Meta plans to use Alphabet's TPU microchips in its A.I. data centers, posing a competitive threat to Nvidia's GPU dominance. Meta's potential use of TPUs marks a significant win for Alphabet, challenging Nvidia's market leadership. The competition in the chip industry intensifies as companies seek diversified microchip supplies, impacting Nvidia's share price." datetime: "2025-11-25T15:10:56.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/267384255.md) - [en](https://longbridge.com/en/news/267384255.md) - [zh-HK](https://longbridge.com/zh-HK/news/267384255.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/267384255.md) | [繁體中文](https://longbridge.com/zh-HK/news/267384255.md) # Nvidia’s Stock Falls On Reports Meta Will Use Alphabet A.I. Chips Nvidia’s (NVDA) stock is down 4% after media reports surfaced that Meta Platforms (META) plans to use microchips designed by Google parent company Alphabet (GOOGL). News site The Information was first to report that Meta is considering using Alphabet’s tensor processing unit (TPU) microchips in its artificial intelligence (A.I.) data centers starting in 2027. Meta may also rent TPUs from Alphabet’s cloud computing unit as earlier as next year as it races to stay ahead in the global A.I. industry. Alphabet launched its first-generation TPU in 2018 and it was initially designed for its own internal use with its cloud computing business. However, Alphabet has now launched more advanced versions of its signature microchip that are designed to handle A.I. workloads and is selling them to other companies like Meta. TPUs are a customizable chip and experts say this gives Alphabet an advantage over rivals as it can offer customers a highly efficient product for A.I applications and models. If Meta uses the TPUs, it would be big win for Alphabet and help validate the search engine giant’s microchip technology. For Nvidia, Alphabet’s TPUs represent a competitive threat. Nvidia remains the market leader with its graphics processing unit (GPU) microchips that have become the main piece of hardware underpinning A.I. infrastructure worldwide. However, Nvidia is facing growing threats to its A.I. microchip dominance from Alphabet, as well as Advanced Micro Devices (AMD), Arm Holdings (ARM), and others. Companies that are rapidly building A.I. infrastructure, such as Microsoft (MSFT) and OpenAI, are searching for a more diversified supply of microchips to reduce their reliance on Nvidia. The competition in the chip space and decline in Nvidia’s share price come as a debate rages about whether there is an A.I. bubble amid high tech company valuations. Prior to today (Nov. 25), NVDA stock had risen 32% this year to trade at $182.55 U.S. per share. ### Related Stocks - [Alphabet Inc. (GOOG.US)](https://longbridge.com/en/quote/GOOG.US.md) - [Alphabet Inc. (GOOGL.US)](https://longbridge.com/en/quote/GOOGL.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/en/quote/NVDL.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/en/quote/07788.HK.md) - [XI2CSOPNVDA (07388.HK)](https://longbridge.com/en/quote/07388.HK.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/en/quote/NVDY.US.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/en/quote/NVDD.US.md) - [T-REX 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/en/quote/NVDX.US.md) - [T-REX 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/en/quote/NVDQ.US.md) - [Direxion Daily Semicondct Bull 3X ETF (SOXL.US)](https://longbridge.com/en/quote/SOXL.US.md) - [NVIDIA Corporation (NVDA.US)](https://longbridge.com/en/quote/NVDA.US.md) ## Related News & Research - [EXCLUSIVE-Reliance Jio woos investors to sell 8% of individual stakes in IPO, sources say](https://longbridge.com/en/news/280417425.md) - [Nvidia Stock (NVDA) Braces for a Quick Snapback after a Rare Two-Quarter Losing Streak](https://longbridge.com/en/news/281360100.md) - [07:51 ETChinaAMC celebrates the power of AI by launching major events](https://longbridge.com/en/news/280624041.md) - [Nvidia Just Announced Hardware for AI Data Centers in Space. Here Are the Very Real Implications.](https://longbridge.com/en/news/280914225.md) - [Google's Nobel Prize-Winning AI Chief: 'We Don't Feel Any Pressure' While OpenAI Burns $14 Billion](https://longbridge.com/en/news/281220147.md)