Nvidia's (NVDA) GPUs are mentioned as the current best-in-class for accelerated computing, serving as a benchmark against which Alphabet's TPUs are compared.
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Alphabet Stock Investors Need to Know This | GOOG Stock Deep Dive Part 4
Jul 29, 2026
Alphabet's proprietary chip business, TPUs, is showing significant potential, with sales to third-party customers and comparisons to Amazon's $20 billion annualized run rate. The cloud segment is also booming, with operating income tripling year-over-year and margins comparable to Amazon's. While TPU revenue is expected to ramp up significantly in 2027 due to supply constraints, the company's cloud backlog and potential from Waymo further bolster its growth prospects.
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Amazon's (AMZN) chips business is mentioned as a benchmark for Alphabet's potential, with its cloud segment operating profit margin also used for comparison.
Alphabet's (GOOG) proprietary chip business and booming cloud segment present significant new revenue streams and growth potential, making it an attractive investment.
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