{"id":3174,"date":"2025-11-25T17:13:13","date_gmt":"2025-11-25T17:13:13","guid":{"rendered":"https:\/\/theinformantusa.com\/?p=3174"},"modified":"2025-11-25T17:13:14","modified_gmt":"2025-11-25T17:13:14","slug":"%f0%9f%93%89-nvidia-shares-fall-3-on-report-meta-will-use-ai-chips-from-google","status":"publish","type":"post","link":"https:\/\/theinformantusa.com\/?p=3174","title":{"rendered":"\ud83d\udcc9 Nvidia Shares Fall 3% on Report Meta Will Use AI Chips from Google"},"content":{"rendered":"\n<h2 class=\"wp-block-heading has-text-align-center has-medium-font-size\"><strong>Market Reacts to Growing Competition Among<\/strong><br><strong> Tech Giants in AI Chip Supply<\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center has-medium-font-size\">Shares of Nvidia dropped by 3% following news that Meta Platforms plans to use artificial intelligence chips supplied by Google , intensifying competitive pressures in the AI hardware market.<\/p>\n\n\n\n<p>Nvidia, a leading provider of AI processors, had enjoyed a strong position in supplying chips to top tech companies. However, Meta\u2019s decision to diversify its AI chip suppliers to include Google threatens Nvidia\u2019s market share.<\/p>\n\n\n\n<p>Meta intends to use Google\u2019s latest generation TPU (Tensor Processing Unit) chips for some of its AI workloads, supplementing or replacing Nvidia GPUs, in a strategic move to optimize performance and supply-chain flexibility.<\/p>\n\n\n\n<p>The announcement triggered a sell-off among investors concerned about Nvidia\u2019s revenue growth prospects given the shift in customer demand and broader sector volatility.<\/p>\n\n\n\n<p>The semiconductor sector overall experienced pressure, with related companies also seeing declines amid investor uncertainty about upcoming interest rate moves and changing capital expenditure priorities on AI infrastructure.<\/p>\n\n\n\n<p>Analysts note that while Nvidia remains dominant in many AI applications, increasing competition from Google\u2019s cloud division and other chipmakers could challenge the company\u2019s near-term sales momentum.<\/p>\n\n\n\n<p>Meta\u2019s use of Google chips may also accelerate the trend toward specialized AI hardware, reducing dependence on any single vendor.<\/p>\n\n\n\n<p>Despite the share price dip, many market watchers maintain a positive long-term outlook for Nvidia due to its broad AI ecosystem and technological leadership.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Market Reacts to Growing Competition Among Tech Giants in AI Chip Supply Shares of Nvidia dropped by 3% following news that Meta Platforms plans to use artificial intelligence chips supplied by Google , intensifying competitive pressures in the AI hardware market. Nvidia, a leading provider of AI processors, had enjoyed a strong position in supplying [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":3175,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[877,125,75,469,819],"class_list":["post-3174","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","tag-aichips","tag-google","tag-meta","tag-nvidia","tag-stockmarket"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\ud83d\udcc9 Nvidia Shares Fall 3% on Report Meta Will Use AI Chips from Google - The Informant USA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/theinformantusa.com\/?p=3174\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\ud83d\udcc9 Nvidia Shares Fall 3% on Report Meta Will Use AI Chips from Google - The Informant USA\" \/>\n<meta property=\"og:description\" content=\"Market Reacts to Growing Competition Among Tech Giants in AI Chip Supply Shares of Nvidia dropped by 3% following news that Meta Platforms plans to use artificial intelligence chips supplied by Google , intensifying competitive pressures in the AI hardware market. Nvidia, a leading provider of AI processors, had enjoyed a strong position in supplying [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/theinformantusa.com\/?p=3174\" \/>\n<meta property=\"og:site_name\" content=\"The Informant USA\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/profile.php?id=61575215453941\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-25T17:13:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-25T17:13:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/theinformantusa.com\/wp-content\/uploads\/2025\/11\/20251125_1112_Market-Ticker-Decline_simple_compose_01kaxzw1q7fpdb1m6vfzb72m78-1024x683.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"683\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"THE INFORMANT USA EDITORIAL\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@TheInformantUSA\" \/>\n<meta name=\"twitter:site\" content=\"@TheInformantUSA\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"THE INFORMANT USA EDITORIAL\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/theinformantusa.com\/?p=3174#article\",\"isPartOf\":{\"@id\":\"https:\/\/theinformantusa.com\/?p=3174\"},\"author\":{\"name\":\"THE INFORMANT USA EDITORIAL\",\"@id\":\"https:\/\/theinformantusa.com\/#\/schema\/person\/a225d759aad5f3e3286992983049831b\"},\"headline\":\"\ud83d\udcc9 Nvidia Shares Fall 3% on Report Meta Will Use AI Chips from Google\",\"datePublished\":\"2025-11-25T17:13:13+00:00\",\"dateModified\":\"2025-11-25T17:13:14+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/theinformantusa.com\/?p=3174\"},\"wordCount\":248,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/theinformantusa.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/theinformantusa.com\/?p=3174#primaryimage\"},\"thumbnailUrl\":\"https:\/\/theinformantusa.com\/wp-content\/uploads\/2025\/11\/20251125_1112_Market-Ticker-Decline_simple_compose_01kaxzw1q7fpdb1m6vfzb72m78.png\",\"keywords\":[\"AIChips\",\"Google\",\"Meta\",\"Nvidia\",\"StockMarket\"],\"articleSection\":[\"BUSINESS\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/theinformantusa.com\/?p=3174#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/theinformantusa.com\/?p=3174\",\"url\":\"https:\/\/theinformantusa.com\/?p=3174\",\"name\":\"\ud83d\udcc9 Nvidia Shares Fall 3% on Report Meta Will Use AI Chips from Google - The Informant USA\",\"isPartOf\":{\"@id\":\"https:\/\/theinformantusa.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/theinformantusa.com\/?p=3174#primaryimage\"},\"image\":{\"@id\":\"https:\/\/theinformantusa.com\/?p=3174#primaryimage\"},\"thumbnailUrl\":\"https:\/\/theinformantusa.com\/wp-content\/uploads\/2025\/11\/20251125_1112_Market-Ticker-Decline_simple_compose_01kaxzw1q7fpdb1m6vfzb72m78.png\",\"datePublished\":\"2025-11-25T17:13:13+00:00\",\"dateModified\":\"2025-11-25T17:13:14+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/theinformantusa.com\/?p=3174#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/theinformantusa.com\/?p=3174\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/theinformantusa.com\/?p=3174#primaryimage\",\"url\":\"https:\/\/theinformantusa.com\/wp-content\/uploads\/2025\/11\/20251125_1112_Market-Ticker-Decline_simple_compose_01kaxzw1q7fpdb1m6vfzb72m78.png\",\"contentUrl\":\"https:\/\/theinformantusa.com\/wp-content\/uploads\/2025\/11\/20251125_1112_Market-Ticker-Decline_simple_compose_01kaxzw1q7fpdb1m6vfzb72m78.png\",\"width\":1536,\"height\":1024,\"caption\":\"Close-up of a trading screen showing NVDA down \u22123.00%, with Google and Meta tickers visible. 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