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Alert
Nvidia Stock Drops 6% After Addressing Meta's Shift to Google TPUs
11/25/2025, 17:08
11/25/2025, 17:09
AI SUMMARY
●• Nvidia stock fell 6% following news of Meta utilizing Google's TPUs.
●• Nvidia stated they are "delighted by Google's success" and remain a supplier.
●• The company asserts it remains "a generation ahead of the industry" in technology.
Nvidia shares ($NVDA) have fallen approximately 6% following reports that Meta is increasingly utilizing Google's TPUs. In response to the market reaction, Nvidia released a statement expressing that they are "delighted by Google's success" and noting that they "continue to supply Google" with their hardware, attempting to quell concerns about losing market dominance.
Furthermore, Nvidia emphasized its competitive position by stating that the company remains "a generation ahead of the industry" and offers greater performance capabilities. The sharp stock decline reflects investor anxiety over potential shifts in the AI hardware landscape as major tech giants like Meta explore alternatives to Nvidia's GPUs for their infrastructure needs.