In a surprising development shaking up the AI hardware landscape, Meta is reportedly considering Google's Tensor Processing Units (TPUs) for its data centers in a potential deal valued at billions of dollars. This news, shared by Michael Burry Stock Tracker on November 24, 2025, has immediately impacted Nvidia's stock, with NVDA dropping 2% in after-hours trading. As the tweet ominously notes, 'And so it begins...,' this could signal the start of a broader shift away from Nvidia's dominance in AI computing, creating ripple effects across stock and crypto markets. Traders are closely watching how this evolves, especially given Nvidia's pivotal role in powering AI applications that intersect with cryptocurrency ecosystems like decentralized AI networks.

NVDA Stock Reaction and Trading Implications

The immediate 2% decline in NVDA after-hours trading on November 24, 2025, underscores market sensitivity to competition in the AI chip sector. Nvidia, a leader in GPUs essential for machine learning and data center operations, faces potential headwinds if Meta pivots to Google's TPUs, which are optimized for specific AI workloads and could offer cost efficiencies. From a trading perspective, this drop positions NVDA near key support levels around $120-$125 per share, based on recent historical patterns. Volume spikes in after-hours sessions often indicate heightened volatility, and traders should monitor for a potential breakdown below these levels, which could trigger short-selling opportunities. Conversely, if the deal rumors prove overstated, a rebound towards resistance at $140 might present buying dips for long positions. Integrating this with crypto correlations, Nvidia's hardware underpins much of the mining and AI token ecosystems, so any sustained NVDA weakness could dampen sentiment in AI-focused cryptocurrencies.

Cross-Market Opportunities in Crypto AI Tokens

Shifting focus to cryptocurrency trading, this Meta-Google consideration highlights opportunities in AI-related tokens that could benefit from diversified hardware adoption. Tokens like FET (Fetch.ai) and RNDR (Render Network), which leverage decentralized AI and rendering services, might see increased interest if Google's TPUs gain traction, potentially reducing reliance on Nvidia GPUs. On November 24, 2025, with NVDA's dip, these tokens could experience correlated movements; for instance, FET has shown resilience in past AI hardware news cycles, trading around $1.50 with 24-hour volumes exceeding $200 million on major exchanges. Traders eyeing long-term plays should watch for breakouts above $1.60 in FET, signaling bullish momentum amid broader AI adoption. Similarly, RNDR's on-chain metrics, such as active render jobs, could surge if Meta's move encourages more efficient AI infrastructure, offering entry points near $5.00 support. This news also ties into institutional flows, where hedge funds reallocating from NVDA might pivot to crypto AI projects, boosting liquidity and price action.

Beyond immediate price movements, the broader market implications involve sentiment shifts in the tech sector. Meta's potential billions-dollar deal with Google could accelerate competition, pressuring Nvidia to innovate faster, which in turn affects crypto markets tied to AI computing power. For example, Ethereum's layer-2 solutions and AI-integrated DeFi platforms often rely on high-performance hardware, so any NVDA volatility might influence ETH trading pairs, currently hovering with mild downward pressure. Traders should consider hedging strategies, such as pairing NVDA shorts with longs in AI tokens like AGIX (SingularityNET), which has demonstrated strong correlations to AI hardware news. According to market analysts tracking these trends, the after-hours drop in NVDA aligns with a 1-2% pullback in related crypto indices, emphasizing the interconnectedness of stock and digital asset markets.

Strategic Trading Outlook Amid AI Hardware Shifts

Looking ahead, this development invites traders to analyze resistance and support levels more granularly. For NVDA, the next trading session on November 25, 2025, could test the 50-day moving average around $130, with high trading volumes potentially confirming a trend reversal or continuation. In the crypto space, monitoring on-chain data for AI tokens becomes crucial; for instance, increased wallet activity in FET following the news could indicate accumulation phases, ideal for swing trades targeting 10-15% gains. Institutional interest, as evidenced by recent filings, suggests that while NVDA faces risks, the overall AI boom could lift crypto counterparts, creating cross-market arbitrage opportunities. Ultimately, this Meta-Google TPU consideration not only pressures NVDA but also opens doors for diversified AI investments in crypto, urging traders to stay vigilant with real-time indicators and avoid over-leveraging in volatile after-hours environments.