Wall Street's Secret Weapon: This Artificial Intelligence (AI) Stock for 2026

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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Geoffrey Seiler, The Motley FoolFri, February 27, 2026 at 7:20 AM GMT+1 3 min readIf you're looking for one company that is at the heart of artificial intelligence (AI), look no further than Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). The company has the most complete AI tech stack of any company on the planet.It starts with its Gemini large language model (LLM), which is consistently rated among the best. It embeds Gemini across its variety of businesses, from cloud computing to search. Search is still Alphabet's largest business, and on that front, it has incorporated Gemini into its search functionality. This includes AI-powered features like Lens (visual search) and Circle to Search, as well as AI Overviews. Meanwhile, with AI Mode, users can also toggle between traditional search and a full-blown AI chatbot.Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »This is all helping fuel more search queries and revenue growth for Alphabet. The company has a wide moat in this area because it essentially controls the gateway to the internet through its ownership of the world's most used web browser in Chrome and smartphone operating system in Android, both of which have over 70% market share. Meanwhile, through a search revenue-sharing deal with Apple to be its default search engine, it reaches much of the rest of the world. Alphabet has also signed a deal for Gemini to be the AI engine behind Apple Intelligence.Image source: Getty Images.Equally important as its Gemini model, Alphabet has also created world-class custom AI chips called Tensor Processing Units (TPUs). The company developed these chips over a decade ago, and they have been battle-tested, running much of the company's internal workloads. It uses these custom ASICs (application-specific integrated circuits) to train Gemini and run inference, which gives it a structural cost advantage over competitors. Its TPUs are both cheaper than Nvidia's graphics processing units (GPUs), and they consume less energy. This helps create a positive feedback loop, as with its cost savings, it can pour more money into AI infrastructure to build better models at a cheaper cost and grow out its cloud computing business. Alphabet is doing just that, with plans to spend a massive $175 billion to $185 billion on data center infrastructure this year.Alphabet is also starting to let some of its customers use its TPUs, creating another revenue growth driver. Morgan Stanley has estimated that Alphabet could generate $13 billion in revenue for every 500,000 TPUs its customers deploy. Meanwhile, the company is in talks with a few neocloud companies, including Fluidstack, as a way to expand the use of TPUs outside of Google Cloud.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,878.88 -29.98 (-0.43%)Dow 3048,977.92 -521.28 (-1.05%)Nasdaq22,668.21 -210.17 (-0.92%)Russell 20002,632.36 -44.93 (-1.68%)VIX19.86 +1.23 (+6.60%)Gold5,247.90 +53.70 (+1.03%)Trending tickersBTC-USD Bitcoin USD 63,717.79 -4,210.62 (-6.20%)ETH-USD Ethereum USD 1,855.41 -180.14 (-8.85%)CL=F Crude Oil Apr 26 67.02 +1.81 (+2.78%)GC=F Gold Apr 26 5,247.90 +53.70 (+1.03%)XRP-USD XRP USD 1.28 -0.14 (-9.73%)PortfolioSign in to access your portfolioSign inTop gainersAAOI Applied Optoelectronics, Inc. 84.23 +30.54 (+56.88%)BWIN The Baldwin Insurance Group, Inc. 23.23 +4.74 (+25.64%)FIGS FIGS, Inc. 15.45 +2.98 (+23.90%)DELL Dell Technologies Inc. 148.08 +26.63 (+21.93%)PSKY Paramount Skydance Corporation 13.51 +2.33 (+20.84%)Top losersRUN Sunrun Inc. 13.25 -7.17 (-35.11%)FIGR Figure Technology Solutions, Inc. 25.28 -8.76 (-25.73%)CRWV CoreWeave, Inc. 79.56 -18.07 (-18.51%)ACA Arcosa, Inc. 107.48 -20.02 (-15.70%)TPC Tutor Perini Corporation 75.37 -14.01 (-15.67%)Most activeNVDA NVIDIA Corporation 177.19 -7.70 (-4.16%)NFLX Netflix, Inc. 96.24 +11.63 (+13.75%)SOFI SoFi Technologies, Inc. 17.76 -1.34 (-7.02%)PLUG Plug Power Inc. 1.7900 -0.1200 (-6.28%)NU Nu Holdings Ltd. 14.98 -0.08 (-0.53%)Top economic eventsEarnings eventsMy earnings eventsEarnings events