Nvidia(US:NVDA) Finboldยท2025-11-25 13:17Core Viewpoint - Nvidia's shares are declining as Meta plans to use Google's custom AI chips, which poses a challenge to Nvidia's market dominance in AI accelerators and GPUs [1][3][4]. Group 1: Stock Performance - Nvidia's stock fell 3.7% to $175 in pre-market trading, down from a closing price of $182, which was up over 2% on the previous trading day [1][3]. - The decline reflects broader caution in the tech sector, particularly among high-valuation AI and semiconductor stocks [5]. Group 2: Competitive Landscape - Meta is reportedly exploring the integration of Google's AI chips in its data centers, potentially starting next year with broader deployment by 2027 [3][4]. - The adoption of Google's TPUs could diminish Nvidia's competitive edge in the AI data center segment, where Nvidia's GPUs have historically been the preferred choice for large-scale AI model training [4][5]. Group 3: Market Reactions - Analysts indicate that any signs of large customers diversifying their hardware sources can lead to swift market reactions, especially given high investor expectations for AI growth [6].