Nvidia shares slip as AI accelerator race shifts interest to Google chips

Market Intelligence Analysis

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Nvidia shares declined due to a report that Meta may shift AI spending towards Google's custom chips, potentially disrupting Nvidia's near-monopoly in the AI hardware market.

Market Impact

Market impact analysis based on bearish sentiment with 75% confidence.

Sentiment
Bearish
AI Confidence
75%

Article Context

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A report that Meta may shift billions in AI spending towards Google’s custom chips sent Nvidia shares lower, signalling early signs of a potential shake-up in the company’s near-monopoly of the AI hardware market.View on euronews

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Original article published by Unknown on November 25, 2025.
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