This Artificial Intelligence (AI) Infrastructure Stock Could Be Bigger Than Nvidia Over the Next Decade
Alphabet looks poised to become bigger than Nvidia over the next decade.
This Artificial Intelligence (AI) Infrastructure Stock Could Be Bigger Than Nvidia Over the Next Decade
Overview
Nvidia (NASDAQ: NVDA) has been the best-performing artificial intelligence (AI) infrastructure stock over the past decade, which has propelled it to become the largest company in the world. The chipmaker has grown to its current size because its graphics processing units (GPUs) are the primary chips used to train AI models. More recently, the company has been trying to position itself better for the inference market with its acquisition of Groq, which makes chips designed specifically for this task, as well as for agentic AI with its push into data center central processing units (CPUs).
However, if there is one AI stock I think could become bigger than Nvidia over the next decade, it's Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG).
Details
The one big long-term advantage that Alphabet has over Nvidia is that it is a complete AI company. It all starts with its custom AI accelerators, Tensor Processing Units (TPUs). This is where the company most directly competes against Nvidia. TPUs are chips designed for specific AI tasks and, as such, tend to have higher performance and consume less power than more general-purpose chips. Alphabet has designed all its software and hardware around these chips to help optimize their performance.
Source
Originally published at www.fool.com.
