Analyst revisits Nvidia stock after Google-Meta news

Nvidia (NVDA) shares were volatile this week after news that Meta (META) is in talks to buy billions of dollars of Google (GOOG) chips starting in 2027. The move would position Alphabet as a direct challenger in the data center processor market that Nvidia currently leads. Meta is considering using Google’s tensor processing units (TPUs) in its own data centers and may also rent Google Cloud chips as early as next year, Reuters reported. The shift would end Google’s long practice of keeping TPUs inside its ...