Google's Growth Engine
As Google pours billions into AI and cloud infrastructure, a select group of technology suppliers are reaping the rewards. These carefully chosen stocks represent the companies providing the essential hardware and technology that power Alphabet's ambitious growth plans.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA Corporation
NVDA
Current price
$180.45
As the leading designer of GPUs, its hardware is essential for training the large-scale AI models that power Google's core services and cloud offering...
As the leading designer of GPUs, its hardware is essential for training the large-scale AI models that power Google's core services and cloud offerings.
Advanced Micro Devices, Inc.
AMD
Current price
$177.51
A key supplier of high-performance CPUs and increasingly competitive GPUs for data centers, benefiting from Google's need to diversify its hardware su...
A key supplier of high-performance CPUs and increasingly competitive GPUs for data centers, benefiting from Google's need to diversify its hardware supply chain.
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About This Group of Stocks
Our Expert Thinking
While investors debate Alphabet's future in AI, the company is investing massively in its technological infrastructure. This creates a powerful opportunity in the essential suppliers that provide the "picks and shovels" of Google's digital expansion—from advanced semiconductors to critical data center hardware.
What You Need to Know
These companies operate at the foundational level of the tech supply chain, manufacturing the essential components that make Google's services possible. They're direct beneficiaries of Alphabet's multi-billion dollar infrastructure investments, positioning them for potential growth regardless of which tech giant ultimately leads in AI.
Why These Stocks
Each company in this group has been identified for its role in providing mission-critical hardware or infrastructure that Google depends on. From chip designers and manufacturers to networking and data storage specialists, these firms are indispensable to Alphabet's technological ambitions.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+15.94%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 15.94% over the next year.
Stocks Rated Buy by Analysts
13 of 15 assets in this group are rated Buy by professional analysts.
Group Growth
This group averaged a 2.2% return last month.
Why You'll Want to Watch These Stocks
Following The Money
These companies are on the receiving end of Alphabet's multi-billion dollar infrastructure spending spree. As Google doubles down on AI, these suppliers stand to benefit directly from this massive capital flow.
Hidden Tech Heroes
While headlines focus on tech giants like Google, these essential suppliers often fly under the radar. They provide the critical components that make AI and cloud services possible, offering potentially overlooked investment opportunities.
Riding The AI Wave
Google's urgent push into AI and cloud computing is creating ripple effects throughout the tech ecosystem. These companies are positioned at the foundation of this technological transformation, regardless of which tech giant ultimately leads.
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American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
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