Rancak Media – , JAKARTA — Shares of semiconductor giant Nvidia experienced a decline following reports that Meta Platforms, Inc. is exploring the procurement of chips from Google for its ambitious artificial intelligence (AI) initiatives.
The news sent ripples through the stock market, with Alphabet Inc., Google’s parent company, seeing its shares climb by as much as 2.7% in after-hours trading. Conversely, Nvidia’s stock momentarily dipped by up to 2.7% during a trading session on the US stock exchange, highlighting investor apprehension regarding potential shifts in the AI chip supply chain.
Meta is reportedly poised to invest substantial funds, potentially billions of US dollars, to acquire these advanced chips from Google, a formidable rival to Nvidia in the burgeoning AI hardware landscape. According to The Information, as reported by Bloomberg on Tuesday, November 25, 2025, Meta intends to integrate Google’s specialized Tensor Processing Units (TPUs) into its data centers by 2027. Furthermore, Meta is also slated to lease chips from Google’s cloud division as early as 2026, signaling a multi-pronged approach to secure its AI infrastructure.
Currently, Nvidia’s products remain the cornerstone of AI development, serving as the primary chips utilized by major technology companies like OpenAI to power their sophisticated AI services. Nvidia’s dominance has largely remained unchallenged, even after Google previously supplied a significant volume—up to one million chips—to Anthropic PBC, another prominent AI powerhouse.
Bloomberg’s calculations project Meta’s capital expenditure (capex) for 2026 to reach an estimated US$100 billion. Of this colossal sum, a significant portion, at least US$40 billion to US$50 billion, is expected to be allocated specifically towards securing AI chips. This substantial commitment by Meta underscores a growing trend and indicates that other tech companies may also begin actively seeking alternative chip suppliers beyond Nvidia to support their ever-increasing AI demands.
The revelation of Meta’s interest in Google’s chips has also positively impacted the shares of Google’s Asian chip material suppliers. IsuPetasys Co. witnessed a remarkable surge of up to 18%, reaching a new record high, while MediaTek Inc. saw its stock climb by nearly 5%, reflecting broader market confidence in Google’s expanding semiconductor ecosystem.
This potential chip deal marks a significant strategic victory for Google, intensifying its competitive stance against other chip manufacturers. The long-term success of this venture could further solidify if Google’s TPUs consistently deliver superior performance. This opportunity arises amidst growing concerns among global technology companies regarding an over-reliance on Nvidia for chip supplies, underscoring the critical need for a more diverse and competitive market landscape.
In this evolving scenario, Google’s TPUs, which are meticulously designed for AI workloads, could prove to be more appealing to tech companies than Nvidia’s Graphic Processing Units (GPUs), originally developed for visual graphics. For Google, the increased interest from companies in its custom-built chips is also poised to boost demand for Google Cloud, as many enterprises will likely opt to consume TPUs through its robust cloud services, further integrating Google’s hardware and cloud offerings. (Laurensius Katon Kandela)
Nvidia – TradingView
Summary
Meta Platforms dilaporkan tengah menjajaki penggunaan Tensor Processing Units (TPUs) buatan Google untuk inisiatif kecerdasan buatannya, menyebabkan saham Nvidia menurun sementara saham Google menguat. Meta berencana untuk mengintegrasikan TPUs Google ke pusat datanya paling lambat tahun 2027, serta menyewa chip dari divisi cloud Google mulai tahun 2026. Langkah ini menunjukkan pergeseran signifikan dalam rantai pasokan chip AI, menantang dominasi Nvidia saat ini.
Meta diproyeksikan mengalokasikan US$40-50 miliar untuk chip AI pada tahun 2026, yang merupakan bagian dari total belanja modal US$100 miliar, menandakan tren perusahaan teknologi mencari pemasok alternatif di luar Nvidia. Kesepakatan strategis ini merupakan kemenangan bagi Google, yang meningkatkan daya saingnya di pasar semikonduktor dan berpotensi mendorong permintaan untuk chip kustom serta layanan cloud-nya. Perkembangan ini juga mengatasi kekhawatiran mengenai ketergantungan berlebihan pada satu pemasok chip untuk infrastruktur AI yang krusial.
