Stock Movers Alphabet Shares Climb; Nvidia Shares Drop; Alibaba Earnings Beat;
Nov 25, 2025
Alphabet's shares surged after news of Meta's potential multi-billion dollar deal for Google's AI chips, hinting at a competitive edge in AI technology. In contrast, Nvidia's stock dipped as these reports suggested challenges ahead for their market position. Meanwhile, Alibaba impressed investors with a remarkable 34% growth in its cloud business, showcasing the demand for computing power in the booming Chinese AI market. The dynamics of TPUs versus GPUs were also debated, spotlighting the evolving landscape of tech investments.
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TPUs Versus GPUs: Specialization Matters
- Google’s TPU is a highly specialized AI chip optimized for complex model math and limited other uses.
- Dan Curtis compares GPUs to Ferraris and TPUs to Formula One cars to highlight specialization.
Meta Talks Could Reshape Hardware Demand
- Meta's talks to rent Google's TPUs may shift AI hardware demand away from NVIDIA.
- The market is re-pricing NVIDIA and Alphabet based on potential large-scale TPU orders starting in 2027.
Alphabet's AI Stack Strengthens Its Edge
- Alphabet's broader AI stack, including Gemini 3, strengthens its competitive position beyond chips alone.
- Positive reviews and product momentum pushed Alphabet shares to record highs alongside TPU interest.