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Technology Stocks : Semi Equipment Analysis
SOXX 299.48-4.8%Dec 12 4:00 PM EST
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From: Julius Wong11/25/2025 7:42:32 AM
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Nvidia stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips

Nov. 25, 2025 1:55 AM ET
By: Arundhati Sarkar, SA News Editor

  • Nvidia ( NVDA) extends slide to drop 3% premarket on Tuesday after a report that Meta Platforms ( META) is in talks to spend billions on Google’s ( GOOGL) ( GOOG) AI chips.
  • Meta is in discussions to use the Google chips — known as tensor processing units, or TPUs — in data centers in 2027, The Information reported. Meta may also rent chips from Google’s cloud division next year, the news outlet said.
  • An agreement would position TPUs as a viable alternative to Nvidia’s chips and create significant competition for both Nvidia and Advanced Micro Devices, potentially undermining their sales and pricing power.
  • Google parent Alphabet ( GOOGL) was up 2.7%, adding to a recent surge amid optimism over the latest version of its Gemini AI model. Advanced Micro Devices ( AMD) meanwhile, sank 2.4%.
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