[Stock Market] Google’s AI Power Play: Meta Eyes Chips as Salesforce CEO Hails Gemini

Salesforce CEO Marc Benioff publicly praised Google’s new Gemini 3 AI model, saying it has leapfrogged ChatGPT. He emphasized this shift as significant since he had relied on ChatGPT daily for years. His reaction (“Holy s**t”) highlights the surprise and weight of his endorsement. Benioff’s opinion carries influence because he is a prominent and outspoken tech leader. He has described AI as the most important technology of his lifetime, so his endorsement signals a major shift in enterprise attention toward Gemini.

Google and Meta are currently in discussions regarding a multi-billion-dollar deal involving Google's AI chips. This deal could significantly reshape the competitive landscape in the AI chip market, with Meta considering both renting and purchasing Google's Tensor Processing Units (TPUs) starting in 2027. The agreement aims to enhance Meta's AI infrastructure and could potentially allow Google to capture a substantial portion of Nvidia's revenue, which is currently a major player in the market. 

 Reference 

Google In Talks To Offer Its AI Chips To Meta; Nvidia, AMD Fall

Salesforce CEO sends surprising message on Google's Gemini model

[Stock Market] Michael Burry takes aim at Nvidia after its earnings blowout

 

Summary of The Main Points of The Article - 'Big Short' investor Michael Burry takes aim at Nvidia after its earnings blowout

11/20/2025

'Big Short' investor Michael Burry takes aim at Nvidia after its earnings blowout

Michael Burry vs. Nvidia

Michael Burry, famed for “The Big Short,” criticized Nvidia after its strong earnings report.

He questioned the durability of Nvidia’s chips, dilution of its stock, and “give-and-take deals” in AI.

Burry continues to warn of an AI bubble despite Nvidia’s record-breaking results.

Nvidia’s Response

Nvidia reported record revenue and profit last quarter, with a bullish forecast for Q4.

CFO Colette Kress highlighted visibility to $0.5 trillion in Blackwell and Rubin revenue across 2025–2026.

She also projected $3–4 trillion annual AI infrastructure build by 2030.

CEO Jensen Huang dismissed bubble concerns, saying Nvidia sees “something very different.”

Market Reaction

Nvidia’s stock rose about 5% in premarket trading following the earnings beat. (Then, the Nvidia stock dropped from ~195 to ~175 on 11/20/2025. This might be partly caused by the market situation.)

[Stock Market] 蕭若元：輝達黃仁勳反擊 AI 泡沫論！三大論點直接回敬唱衰派

 我昨天只是估一下，蕭若元今天出了一条片： 輝達黃仁勳反擊 AI 泡沫論！三大論點直接回敬唱衰派。I was just making a guess yesterday; Xiao Ruoyuan released a video today. HA: 

[Stock Market] 英偉達收益亮眼 但面對市場波動 Nvidia’s Stellar Earnings Meet Market Volatility

Nvidia released excellent earnings report this morning, which initially drove its stock price sharply higher before it pulled back. The decline appears closely tied to broader market conditions rather than company fundamentals. While Nvidia remains a highly valuable and innovative leader in the semiconductor and AI space, short-term price movements are influenced not only by earnings but also by valuation pressures, investor sentiment, and macroeconomic factors such as interest rates and sector volatility. These uncertainties mean that although a rebound in the coming trading days is possible, it is not guaranteed, and the timing and magnitude of any recovery will depend on how the market digests both Nvidia’s guidance and the wider economic environment.

This is purely my personal speculation （discussed with an AI) and not investment advice; trading stocks always involves risk.

Nvidia 今天早上公佈了優異的財報，這最初推動其股價大幅上漲，但隨後又有所回落。這次下跌似乎與整體市場情況密切相關，而非公司基本面所致。儘管 Nvidia 依然是半導體和人工智慧領域中極具價值且具創新的領導者，短期股價變動不僅受財報影響，也受估值壓力、投資者情緒及利率和行業波動等宏觀經濟因素影響。這些不確定性意味著，雖然未來交易日的反彈是可能的，但並不保證，且任何反彈的時機和幅度將取決於市場如何消化 Nvidia 的指引以及更廣泛的經濟環境。

這純粹是我個人的推測(与AI讨论过），並非投資建議；股票交易始終存在風險。

Nvidia CEO: THIS will be ‘REALLY BIG’