Bloomberg Tech Nvidia Shares Fall on Reports of Google Competition
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Nov 25, 2025 Nvidia shares are feeling the heat as Meta reportedly considers a switch to Google’s AI chips, known as TPUs. Meanwhile, political dialogue intensifies with Xi Jinping reigniting Taiwan talks during a call with Trump. In other news, Apple is streamlining operations by cutting sales roles, and investors are wary of AI valuations amidst rising competition. The potential implications of Meta's adoption of Google’s chips raise eyebrows, especially as industry giants navigate the evolving AI landscape.
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TPUs Threaten NVIDIA's Sole Dominance
- Meta reportedly eyeing Google's TPUs signals the AI chip market is becoming multi-provider.
- Markets reacted by questioning NVIDIA's long-term dominance as alternatives gain credibility.
NVIDIA's Market Share Is Fragile
- NVIDIA controls roughly 90% of the data-center GPU market today.
- Even small market-share erosion would force investors to reassess NVIDIA's valuation trajectory.
Gemini 3 Validates TPU Capabilities
- Gemini 3 used TPUs for both training and inference, shifting perceptions about TPU capabilities.
- That technical parity made TPUs a plausible, cheaper alternative for hyperscalers like Meta.