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Not Micron, Not Nvidia. This Artificial Intelligence (AI) Giant Could Be the Ultimate Winner of the AI Arms Race.

Alphabet's recurring revenue businesses will boost its stock over the next decade.

Not Micron, Not Nvidia. This Artificial Intelligence (AI) Giant Could Be the Ultimate Winner of the AI Arms Race.

Published August 7, 2026 · Category: Finance

Overview

Determining an ultimate winner of the artificial intelligence (AI) arms race isn't really possible right now. We're right in the middle of it, and there's no telling what the long-term effects will be. However, I think there is one company that could eventually be declared the winner in the AI arms race.

While some may point to companies like Nvidia (NASDAQ: NVDA) or Micron Technology (NASDAQ: MU), I think there are some long-term issues with these two that prevent them from being named the ultimate winner. Instead, I think Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) will take the crown.

Image source: Getty Images.

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Originally published at www.fool.com.

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