Feng Huang Wang·2025-11-25 23:31Group 1 - Nvidia's stock price fell significantly, resulting in a market value loss of $115 billion (approximately 814.7 billion RMB) due to concerns over Google's dominance in the AI sector [1] - Nvidia's stock dropped over 7% at one point during trading, ultimately closing down 2.6%, affecting several related companies [1] - Since reaching a market cap peak of $5 trillion less than a month ago, Nvidia's market value has decreased by over $700 billion [1] Group 2 - Alphabet, Google's parent company, saw its stock rise by 1.6%, approaching a $4 trillion market cap, driven by investor interest in its AI developments [2] - The release of Google's latest large language model, Gemini 3, is perceived as a significant advancement, potentially surpassing OpenAI's ChatGPT, and is trained using Google's TPU chips instead of Nvidia's [2] - Analysts suggest that the impact of Gemini 3 could be as significant as the earlier DeepSeek model release, indicating a shift in market perception towards Google as a leading AI player [2] Group 3 - Google is reportedly promoting its TPU chips to potential clients like Meta as an alternative to Nvidia's chips for their data centers [3]