{"id":35368,"date":"2025-11-26T16:31:04","date_gmt":"2025-11-26T08:31:04","guid":{"rendered":"https:\/\/www.vtmarkets.com\/?p=35368"},"modified":"2025-11-26T16:31:04","modified_gmt":"2025-11-26T08:31:04","slug":"nvidia-stumbles-as-googles-tpus-rock-the-boat","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/en-asia\/analysis\/nvidia-stumbles-as-googles-tpus-rock-the-boat\/","title":{"rendered":"Nvidia Stumbles as Google\u2019s TPUs Rock the Boat"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"559\" src=\"https:\/\/www.vtmarkets.com\/en-asia\/wp-content\/uploads\/sites\/27\/2026\/03\/image_fx-90-1024x559.png\" alt=\"\" class=\"wp-image-20965\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Key Points<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Nvidia fell 2.26%<\/strong> to $177.29, after intraday losses of over 7%.<\/li>\n\n\n\n<li><strong>Meta may adopt Google TPUs<\/strong> as early as 2027, breaking Nvidia\u2019s dominance.<\/li>\n\n\n\n<li>Google stock rose again (+1.5%) amid trader optimism for its custom AI chip ambitions.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia\u2019s reign over the AI chip market was rattled this week after <strong>Meta<\/strong> was reported to be considering a switch to <strong>Google\u2019s tensor processing units (TPUs)<\/strong>, a move that could reshape the high-stakes race for AI infrastructure.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Google, the sleeping giant in global AI race, now \u2018fully awake\u2019 <a href=\"https:\/\/t.co\/Rg3KGOFV5Z\">https:\/\/t.co\/Rg3KGOFV5Z<\/a> via <a href=\"https:\/\/twitter.com\/business?ref_src=twsrc%5Etfw\">@business<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/1993367680448160194?ref_src=twsrc%5Etfw\">November 25, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">While <strong>Nvidia\u2019s GPUs<\/strong> remain the gold standard for AI training and inference, <strong>Google\u2019s TPUs<\/strong> are tailored for specific AI workloads, promising greater energy efficiency and lower costs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For mega-spenders like Meta (with projected <strong>$72 billion<\/strong> in AI infrastructure spending this year), even marginal gains in efficiency can equate to billions saved.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This shift toward diversification isn\u2019t a direct dethroning, but it signals a <strong>maturing AI hardware landscape<\/strong> where hyperscalers like Meta want <strong>multiple suppliers<\/strong>, especially after supply chain constraints highlighted the risks of Nvidia dependence.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Meta in talks to spend billions on Google&#39;s chips, The Information reports <a href=\"https:\/\/t.co\/iIfxAKCz7b\">https:\/\/t.co\/iIfxAKCz7b<\/a> <a href=\"https:\/\/t.co\/iIfxAKCz7b\">https:\/\/t.co\/iIfxAKCz7b<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/1993387996041601297?ref_src=twsrc%5Etfw\">November 25, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Nvidia Stock Tumbles on Chip Shock<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia\u2019s stock fell <strong>2.26%<\/strong> on Tuesday to <strong>$177.29<\/strong>, reacting to the news with a swift sell-off after dropping more than <strong>7% intraday<\/strong>. This came despite no change in earnings or guidance, underscoring how sensitive traders are to <strong>margin pressure and competition risks<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">CNBC Daily Open: Nvidia&#39;s crown looks increasingly uneasy on its head <a href=\"https:\/\/t.co\/m4sHEPqvgS\">https:\/\/t.co\/m4sHEPqvgS<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/1993493169321779486?ref_src=twsrc%5Etfw\">November 26, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The broader message is clear: <strong>even the AI chip king is vulnerable<\/strong>. A potential erosion of Nvidia\u2019s pricing power or market share, even if small, can significantly impact its bottom line, given its <strong>extraordinary earnings multiple<\/strong> and <strong>high expectations baked into the price<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Google\u2019s Strategic Advantage<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Unlike Nvidia, which supplies chips but relies on partners for cloud infrastructure, <strong>Google\u2019s vertically integrated model <\/strong>offers clients a full-stack solution.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Are Google&#39;s tensor processing units a serious competitor to Nvidia&#39;s AI chips? Here&#39;s what to know <a href=\"https:\/\/t.co\/JmItPUWMFi\">https:\/\/t.co\/JmItPUWMFi<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/1993330438736167179?ref_src=twsrc%5Etfw\">November 25, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This synergy may prove especially attractive to companies seeking <strong>plug-and-play AI computers<\/strong>, where simplicity and cost-efficiency matter more than raw horsepower.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Google\u2019s momentum has lifted its stock once again (+1.5%), reflecting rising trader confidence that its <strong>TPUs and Cloud business<\/strong> could gain real traction in the coming AI boom.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Technical Analysis<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA&#8217;s price action has weakened after failing to hold above the 212.1 high in early November. The stock is now trading around 177, breaking below both its 10- and 30-day moving averages.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This puts it in a vulnerable technical position, with recent candles showing increasing bearish momentum and growing downside pressure.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/en-asia\/wp-content\/uploads\/sites\/27\/2026\/03\/image-45-1024x474.jpg\" alt=\"\" class=\"wp-image-35369\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Price is approaching a horizontal support zone around 175, which has held through multiple retests since August.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The MACD has crossed decisively below the signal line, with the histogram expanding in the red. This confirms a shift in sentiment and suggests the correction may extend if no strong bounce materialises soon.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the 175 level breaks, NVIDIA could see a further slide toward 160, while recovery above 190 is needed to re-establish bullish footing. The broader uptrend from mid-year remains intact for now, but cracks are forming in the short-term structure.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Outlook<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">While Nvidia remains a dominant force in AI hardware, the landscape is evolving. Meta\u2019s potential pivot toward Google\u2019s TPUs underscores a key trend: <strong>clients are demanding alternatives<\/strong>, and competitors are rising to meet the moment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This isn\u2019t a dethroning, but it\u2019s a warning shot\u2014reminding markets that <strong>AI\u2019s semiconductor throne won\u2019t stay uncontested forever<\/strong>. Expect more volatility, rivalry, and headlines as the AI arms race heats up through 2026 and beyond.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Stay on top of <a href=\"https:\/\/www.vtmarkets.com\/today-analysis\/\" target=\"_blank\" rel=\"noopener\" title=\"\">market moves<\/a> on <a href=\"http:\/\/www.vtmarkets.com\/trade-now\" target=\"_blank\" rel=\"noopener\" title=\"\">VT Markets<\/a>.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia slipped as Meta explores sourcing AI chips from Google, raising concerns about future competition in the lucrative AI hardware space. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":64,"featured_media":20965,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[74,7],"class_list":["post-35368","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis","tag-nvidia","tag-stocks"],"acf":{"acf_article_selection_author":""},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - 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