Sou Hu Cai Jing·2025-11-26 10:30Core Insights - Meta is in discussions with Alphabet for a potential deal worth several billion dollars to deploy Google's custom AI chips, TPU, in its own data centers [1][3] Group 1: Company Developments - The potential agreement could strategically position Google against Nvidia, which currently holds over 90% of the AI acceleration market [3] - Nvidia's stock fell by 3% following the news, while Alphabet's stock rose by 1.6%, nearing a market capitalization of $4 trillion [3] - Nvidia expressed support for Google's advancements in AI, emphasizing its unique capability to run all AI models across various computing environments [3] Group 2: Market Implications - Google's demand for both custom TPUs and Nvidia GPUs is reportedly accelerating, indicating a dual-track strategy in its AI hardware support [3]