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Sorry, Nvidia: Meta reportedly wants Google’s chips. Meta is considering spending billions of dollars to use Google’s AI semiconductors in its data centers in 2027, The Information reported this week, sending shares of Alphabet up 1.5% and Nvidia down 2.6%. Under the deal, Google would provide Meta with tensor processing units (TPUs), which can be customized for specific AI functions. That differs from Nvidia’s industry-standard GPUs, which were originally designed to render visual graphics. The reported deal comes at a good time for Google and a bad time for Nvidia: The search giant recently inked a multibillion-dollar chip agreement with Anthropic, while AI-bubble fears already dragged Nvidia’s stock down more than 10% from a late-October peak. In response to the report, Nvidia said it was “delighted by Google’s success,” but also added that “Nvidia is a generation ahead of the industry.”

Ukraine–Russia peace deal gains momentum. Ukraine is “ready to move forward” on the “framework” of a US-backed deal to end the war with Russia, the country’s President Volodymyr Zelensky said yesterday, though some disagreements over key issues remain, including territory. This comes after American and Russian delegates reportedly met in secret and drafted a 28-point plan that was widely seen as favorable to Moscow. Following Ukrainian and American officials’ amending of the proposal, President Trump will now send US special envoy Steve Witkoff to meet with Russian President Vladimir Putin, who experts believe is likely to nix the deal. Hours after Trump signaled optimism about the deal, Russian attacks killed at least seven people and caused many others to shelter in Kyiv, Ukraine’s capital.

Traveling for Thanksgiving? You’ve got a big storm coming. A record 82 million people in the US are set to travel at least 50 miles to their Turkey Day destinations this year, according to the American Automobile Association. If you’re one of them…good luck! Extreme weather is expected to cause traffic delays and flight disruptions today, with strong winds and blizzard conditions in parts of the Midwest and rain and fog along the East Coast and in the Northwest. Luckily for the Labubu Float, weather is supposed to clear up for the Macy’s Thanksgiving Day Parade in New York City tomorrow, but strong gusts might make balloon handlers’ arms feel especially sore on Friday.—ML

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