According to @CNBC, Nvidia stated on Nov 25, 2025 that its GPUs are a 'generation ahead' of Google’s AI chips, signaling direct competitive positioning in AI accelerators while the source post provides no specific benchmarks, pricing, or timelines (source: @CNBC). According to @CNBC, the report does not reference any cryptocurrency, blockchain workloads, or token-market impacts (source: @CNBC).

According to @KobeissiLetter, Alphabet (GOOGL) is up about 4% while Nvidia (NVDA) is down about 4% as traders react to increased competition risk after reports that Meta is considering using Google’s AI chips instead of Nvidia’s; source: @KobeissiLetter (Nov 25, 2025). According to @KobeissiLetter, the stated catalyst is AI-chip vendor substitution risk, making the GOOGL–NVDA relative performance a near-term trading driver for AI-exposed equities; source: @KobeissiLetter. According to @KobeissiLetter, there is no cryptocurrency market or token-specific impact mentioned in the source; source: @KobeissiLetter.

According to CNBC, Nvidia (NVDA) shares fell on November 25, 2025 after a report that Meta will use Google AI chips. CNBC links the decline in NVDA to the report, indicating immediate market sensitivity to AI hardware supplier headlines involving Nvidia, Meta, and Google. CNBC’s post does not include additional price levels or percentages beyond noting that NVDA shares fell.