GOOG Stock Soars To All Time Highs on NVDA Chip Comparision

By Douglas A. McIntyre Published Nov 29, 9:35AM EST

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Alphabet (GOOG) shares rose 2.1% after reports that Meta is in advanced talks to spend billions on Google’s TPU chips instead of NVIDIA GPUs.
Google TPUs are 2x cheaper than NVIDIA GPUs at standard 9,000-chip rack configurations.
NVIDIA lost roughly $250B in market value as Wall Street recognized TPUs as a legitimate alternative.

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GOOG Stock Soars To All Time Highs on NVDA Chip Comparision — © Google

Alphabet Inc. (NASDAQ: GOOG | GOOG Price Prediction) shares climbed 2.1% on Friday, November 28, 2025, as retail sentiment surged to 64 (bullish) while NVIDIA Corporation (NASDAQ: NVDA) sentiment dropped to 33 (bearish). The catalyst: reports that Meta Platforms Inc. (NASDAQ:META) is in advanced talks to spend billions on Google’s TPU chips instead of NVIDIA’s GPUs, triggering discussion about the first real crack in NVIDIA’s dominance.

On r/stocks, user One-Blacksmith-4654 captured investor confusion in a post that drew 734 upvotes: “Alphabet suddenly ripping toward a multi-trillion valuation and Nvidia losing a massive chunk of market cap even though demand for GPUs is supposedly still sky-high…none of this lines up with the narratives we were all trading on earlier this year.”

Alphabet suddenly ripping toward a multi-trillion valuation
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Nvidia vs Google heats up after Meta considers switching chips
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u/Illustrious_Lie_954 in
StockMarket

TPU Price Advantage Fuels Bullish Sentiment

A detailed analysis on r/StockMarket noted that “after reports came out that Meta is in advanced talks to spend billions on Google’s AI chips instead of Nvidia’s, the company actually put out a statement defending its market position. That rarely happens.” NVIDIA’s stock shed roughly $250B in market value while Alphabet shares jumped as Wall Street recognized TPUs as a legitimate alternative.

Three factors drive the bullish case:

Google TPUs are 2x cheaper than NVIDIA GPUs at standard 9,000-chip rack configurations, per semiconductor research cited on r/wallstreetbets
Google’s software revamp breaks CUDA’s monopoly, easing TPU chip onboarding
Potential TPU customers could represent up to 10% of NVIDIA’s annual revenue, per The Information

A Google DeepMind TPU engineer stated on X that the market is “clueless about hardware and the demand” following NVIDIA’s sell-off. The comment, shared widely on r/StockMarket with 436 upvotes, emphasized that AI hardware demand remains consistently high despite stock volatility.

Google DeepMind TPU engineer comment on hardware demand
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Technical Breakout Confirms Rally

Alphabet’s RSI hit 73.73 on November 28, maintaining overbought levels above 70 for the past week. The stock trades near its 52-week high of $328.67, up 131% from its November 2024 low of $142.36. With market cap exceeding $3.86T and Google Cloud revenue growing 34% year-over-year to $15.2B, fundamentals support the technical breakout. Watch for TPU customer wins and any competitive response from NVIDIA as this hardware battle intensifies.

About the Author Douglas A. McIntyre →

Douglas A. McIntyre is the co-founder, chief executive officer and editor in chief of 24/7 Wall St. and 24/7 Tempo. He has held these jobs since 2006.

McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.

His work has been quoted or mentioned in The New York Times, The Wall Street Journal, Los Angeles Times, The Washington Post, NBC News, Time, The New Yorker, HuffPost USA Today, Business Insider, Yahoo, AOL, MarketWatch, The Atlantic, Bloomberg, New York Post, Chicago Tribune, Forbes, The Guardian and many other major publications. McIntyre has been a guest on CNBC, the BBC and television and radio stations across the country.

A magna cum laude graduate of Harvard College, McIntyre also was president of The Harvard Advocate. Founded in 1866, the Advocate is the oldest college publication in the United States.

TheStreet.com, Comps.com and Edgar Online are some of the public companies for which McIntyre served on the board of directors. He was a Vicinity Corporation board member when the company was sold to Microsoft in 2002. He served on the audit committees of some of these companies.

McIntyre has been the CEO of FutureSource, a provider of trading terminals and news to commodities and futures traders. He was president of Switchboard, the online phone directory company. He served as chairman and CEO of On2 Technologies, the video compression company that provided video compression software for Adobe’s Flash. Google bought On2 in 2009.