Nvidia vs Alphabet: AI Stock Comparison
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 21 2026
0mins
Should l Buy NVDA?
Source: Fool
- Market Competition: Nvidia and Alphabet are competing in the AI space, primarily through Google's TPU challenging Nvidia's GPU, which could impact Nvidia's market share despite Alphabet being a major client of Nvidia.
- Technological Advantages: Nvidia's GPUs dominate in AI, cryptocurrency mining, and gaming graphics due to their powerful parallel processing capabilities, while Google's TPUs excel in specific AI tasks, showcasing a complementary relationship between the two technologies.
- Financial Performance Discrepancy: Analysts project Nvidia's revenue to grow at a staggering 65% rate compared to Alphabet's 7%, indicating Nvidia's rapid development in AI may attract more investor interest, although Alphabet's diversified business model provides stable cash flow.
- Investment Risk Assessment: While Nvidia's stock presents higher upside potential, its future performance may be subject to market volatility regarding AI risks, whereas Alphabet's stock is viewed as a more stable option for investors seeking long-term growth.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
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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- Surging Order Forecast: CEO Jensen Huang indicated that Nvidia expects approximately $1 trillion in purchase orders for its Blackwell and Vera Rubin chips by 2027, doubling last year's forecast of $500 billion, signaling sustained strong demand for AI chips.
- Future Revenue Expectations: Nvidia anticipates first-quarter revenue of $78 billion for fiscal year 2027, representing an almost 77% increase compared to the same period last year, reflecting strong growth potential in the Agentic AI applications sector, which will further drive demand for AI chips.
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- Active Asset Management: The company invests significantly in its properties to enhance their value while also selling assets that have reached their potential, using the proceeds to reinvest in new properties, allowing for steady dividend growth despite a smaller portfolio.
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- Emerging Investment Opportunities: Despite the market weakness, this situation creates attractive buying opportunities for investors, particularly value investors who may seek undervalued stocks for long-term gains in a sluggish market environment.
- Market Sentiment Analysis: Current market sentiment reflects concerns over economic recovery, prompting investors to potentially reassess their portfolios in the coming weeks to navigate potential market volatility and uncertainty.
- Need for Strategic Adjustments: In this market environment, investors must consider adjusting their investment strategies to quickly capitalize on opportunities when the stock market rebounds, ensuring maximum returns during future recoveries.
See More
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- AI and Trillionaires: A recent report suggests that AI could create the world's first trillionaire, indicating significant future potential and investment value in the tech industry, especially for companies linked to Nvidia and Intel.
- Investment Recommendations: The Motley Fool's analyst team has identified 10 top stocks for investors, notably excluding Microsoft, which reflects a shift in market preference towards other tech stocks that could impact Microsoft's investment appeal.
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