Alphabet and Amazon Are Investing $420 Billion in Artificial Intelligence (AI) Infrastructure: 4 Hardware Stocks Set to Profit

Published August 22, 2026 · Category: Finance

Overview

Amazon and Alphabet are two of the biggest spenders in the AI world. Both see huge demand for their cloud computing products and are spending as much money as they can get their hands on to meet it.

In 2026, Alphabet expects to spend between $195 billion and $205 billion, while Amazon expects to spend around $220 billion. The money is flowing directly to several hardware companies, including Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), Micron (NASDAQ: MU), and Sandisk (NASDAQ: SNDK).

Details

I think these four stocks look like great deals now, and with Alphabet and Amazon expected to spend more next year, there could be several years' worth of strong growth ahead.

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Source

Originally published at www.fool.com.

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