COINOTAG News reported on November 25 that Alphabet, Google’s parent company, extended its pre-market gains to about 4%, while Nvidia traded lower in early trading with a roughly 3.68% decline. The divergence highlights investor reassessment of AI hardware exposure and cloud-services momentum, as markets price in earnings trajectories across mega-cap tech.
According to COINOTAG News, Alphabet is planning to sell TPUs directly to Meta Platforms, a move that could influence AI-infrastructure procurement and cost dynamics for large-scale social networks. The potential direct-arm Tensor Processing Units initiative would add a new channel for semiconductor-grade accelerators into the Meta ecosystem, subject to regulatory and supply-chain considerations.