On November 25, Alphabet’s pre-market stock rose 4% while Nvidia fell 3.68%. Alphabet is reportedly preparing to sell its Tensor Processing Unit (TPU) chips directly to Meta from 2027, marking a strategic departure from cloud-only availability. The deal, potentially involving Broadcom, could diversify AI chip supply chains and strengthen Alphabet’s position against competitors like Nvidia and AMD. Meta’s investment in TPU infrastructure supports its AI development strategy, suggesting mutual benefits and increased industry rivalry.