Nvidia and Alphabet's Competitive Market Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 19 hours ago
0mins
Should l Buy GOOGL?
Source: Fool
- Market Dominance: As of February 17, 2026, Nvidia's market cap reached $4.5 trillion, establishing itself as a cornerstone of the modern AI boom, reflecting its significant influence and market leadership in the tech sector.
- Google Cloud Expansion: Alphabet's capital expenditure budget is projected to double from $91 billion to approximately $180 billion by 2027, indicating substantial investments in AI infrastructure that could further drive growth in its cloud business.
- In-house Chip Potential: Google's collaboration with Broadcom and TSMC to develop Tensor chips tailored for its cloud services may undermine Nvidia's pricing power in the AI hardware market, impacting its future profitability.
- Berkshire's Growth Outlook: Although Berkshire Hathaway's market cap stands at $1.1 trillion, if it achieves a 15% annual growth rate, it could approach Nvidia's valuation within the next decade, showcasing its robust business model and long-term investment appeal.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 302.850
Low
305.00
Averages
374.25
High
400.00
Current: 302.850
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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