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Nvidia Stock Falls on Report Google Is Stepping Up AI Chip Rivalry

A report that Alphabet is picking up efforts to compete with $Nvidia(NVDA)$ in offering artificial-intelligence chips is the latest tailwind for the Google parent's stock.Google is talking to $Meta...

Nvidia Stock Falls on Report Google Is Stepping Up AI Chip Rivalry

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It already rents these TPUs to customers who use Google Cloud data centers.</p><p>Other customers that Google is pitching the idea to include big financial institutions, the news outlet reported, citing people familiar with the talks.</p><p>-- Alphabet shares rose more than 3% premarket. They have surged 10% in the past two sessions after its latest Gemini AI system drew praise.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41a3d6248f654b94110e59cf1cc2d9e8\" tg-width=\"879\" tg-height=\"827\"/></p><p>-- Shares in Broadcom, which works with Google in its chipmaking efforts, added 2%.</p><p>-- Nvidia stock dropped 4% premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5990f3c6b010b31481f5f48c1e282573\" tg-width=\"870\" tg-height=\"816\"/></p><p>-- Shares in rival players <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Intel also traded lower before the opening bell.</p><p>The Information cited a Google spokesperson as saying it was &#34;experiencing accelerating demand for both our custom TPUs and Nvidia GPUs; we are committed to supporting both, as we have for years.&#34; It said Meta declined to comment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Falls on Report Google Is Stepping Up AI Chip Rivalry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Falls on Report Google Is Stepping Up AI Chip Rivalry\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-25 18:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A report that Alphabet is picking up efforts to compete with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in offering artificial-intelligence chips is the latest tailwind for the Google parent&#39;s stock.</p><p>Google is talking to <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and others about using its AI chips, known as TPUs, in their own data centers, the Information reported. It already rents these TPUs to customers who use Google Cloud data centers.</p><p>Other customers that Google is pitching the idea to include big financial institutions, the news outlet reported, citing people familiar with the talks.</p><p>-- Alphabet shares rose more than 3% premarket. They have surged 10% in the past two sessions after its latest Gemini AI system drew praise.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41a3d6248f654b94110e59cf1cc2d9e8\" tg-width=\"879\" tg-height=\"827\"/></p><p>-- Shares in Broadcom, which works with Google in its chipmaking efforts, added 2%.</p><p>-- Nvidia stock dropped 4% premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5990f3c6b010b31481f5f48c1e282573\" tg-width=\"870\" tg-height=\"816\"/></p><p>-- Shares in rival players <a href=\"https://laohu8.com/S/AMD\">AMD</a> and Intel also traded lower before the opening bell.</p><p>The Information cited a Google spokesperson as saying it was &#34;experiencing accelerating demand for both our custom TPUs and Nvidia GPUs; we are committed to supporting both, as we have for years.&#34; It said Meta declined to comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","BK4554":"元宇宙及AR概念","AVGO":"博通","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","BK4553":"喜马拉雅资本持仓","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","GOOG":"谷歌","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","SG9999001424.SGD":"United E-Commerce Fund SGD","NVDA":"英伟达","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","GOOGL":"谷歌A","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586248774","content_text":"A report that Alphabet is picking up efforts to compete with Nvidia in offering artificial-intelligence chips is the latest tailwind for the Google parent's stock.Google is talking to Meta Platforms and others about using its AI chips, known as TPUs, in their own data centers, the Information reported. It already rents these TPUs to customers who use Google Cloud data centers.Other customers that Google is pitching the idea to include big financial institutions, the news outlet reported, citing people familiar with the talks.-- Alphabet shares rose more than 3% premarket. They have surged 10% in the past two sessions after its latest Gemini AI system drew praise.-- Shares in Broadcom, which works with Google in its chipmaking efforts, added 2%.-- Nvidia stock dropped 4% premarket.-- Shares in rival players AMD and Intel also traded lower before the opening bell.The Information cited a Google spokesperson as saying it was \"experiencing accelerating demand for both our custom TPUs and Nvidia GPUs; we are committed to supporting both, as we have for years.\" It said Meta declined to comment.","news_type":1,"symbols_score_info":{"AVGO":2,"NVDA":2,"GOOG":2,"GOOGL":2}},"isVote":1,"tweetType":1,"viewCount":111,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}