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1 Artificial Intelligence (AI) Stock With More Potential Than Any Cryptocurrency

newsfeedback@fool.com (Eric Volkman)
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⚡ Quantum Brief
Alphabet is positioning itself as a dominant AI player, leveraging its $3.8T market cap to outpace cryptocurrency investments amid 2026’s volatile market conditions. The company integrates AI across its ecosystem, embedding its Gemini LLM into search, Gmail, and Google Docs, now serving over 750 million monthly active users. Alphabet’s hardware division pioneered Tensor Processing Units (TPUs), originally for internal use but now sold externally, creating a new revenue stream in AI infrastructure. Fourth-quarter 2025 results showed AI-driven growth: Google Services revenue rose 14% to $96B, while Google Cloud surged 48% to $18B, both powered by AI enhancements. Management emphasized AI’s central role, citing it 94 times in earnings calls, signaling long-term confidence despite broader market downturns in both crypto and AI sectors.
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By Eric Volkman – Feb 25, 2026 at 1:15PM ESTKey PointsIt's a tech industry giant that continues to build out its AI business.It's active in both the hardware and software aspects of AI.These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: GOOGAlphabetMarket Cap$3.8TToday's Changeangle-down(-0.14%) $0.45Current Price$310.47Price as of February 25, 2026 at 1:51 PM ETCrypto is stumbling while AI is advancing.We're in one of those times when market players are shunning crypto investments. Factors such as persistent inflation, a declining likelihood of interest rate cuts (typically a major catalyst for crypto price pops), and outflows from once-hotly popular crypto exchange-traded funds (ETFs) have put the hurt on even the most prominent digital coins and tokens. Given that, it's worthwhile to consider another high-potential technology -- artificial intelligence (AI). Despite huge growth opportunities ahead, AI has also taken it on the chin lately as well. It still has a bright future, and I believe investors can still hop on this train with a company that's not a pure play, but one deeply -- albeit not exclusively -- involved in the technology. Read on to see what AI giant I believe can outpace even the most popular cryptocurrencies. Image source: Alphabet. Alphabet is advancing AI That company is none other than Google owner Alphabet (GOOG 0.14%)(GOOGL 0.14%). Although it's still known, with some justification, as a search engine operator, the company has been neck-deep in AI for years. It's developed both hardware and the large language models (LLMs) powered by it, and it clearly aims to be a top name in this technology. I have no doubt it can succeed. Google's AI component Gemini is now fused into the company's search and many other features (like Google Mail). This makes it a convenient option for web searchers querying for more than basic information on a subject. Its functionalities are also integrated into offerings like Google Docs, where users can harness AI to help with their writing. The Gemini platform itself is a hot item, with a monthly active user count now topping 750 million. On the hardware front, Alphabet is not only actively developing and deploying Tensor Processing Units (TPUs) -- chips designed to power AI functionality -- it invented them. Originally designed to bolster the company's AI capabilities, the processors are now being sold to external customers, opening another revenue stream. ExpandNASDAQ: GOOGAlphabetToday's Change(-0.14%) $-0.45Current Price$310.47Key Data PointsMarket Cap$3.8TDay's Range$309.38 - $313.6652wk Range$142.66 - $350.15Volume554KAvg Vol23MGross Margin59.68%Dividend Yield0.27% AI is a growth catalyst for Alphabet Alphabet doesn't break out the revenue it derives from AI hardware and services, so we can't put a precise number on how much the technology is bringing in for the company. Still, it's clearly foundational these days -- the phrase "AI" was mentioned 94 times during management's fourth-quarter and full-year 2025 earnings conference call. And the tech giant stated in the accompanying earnings release that "We're seeing our AI investments and infrastructure drive revenue and growth across the board." Alphabet's two main revenue buckets, Google Services and Google Cloud -- both of which feature AI-enhanced products -- have seen robust increases. The former's revenue grew 14% year over year during the quarter to almost $96 billion, while the latter's skyrocketed 48% to just under $18 billion. The numbers don't lie. Even if the economy slows or inflation remains stubborn, demand for Alphabet's impressively large suite of AI products and services will remain strong. I'd feel much more confident parking my money in this AI stock than gambling it on a wobbly cryptocurrency.Read NextFeb 24, 2026 •By Bram BerkowitzBillionaire Investor Bill Ackman Has Nearly 40% of His Hedge Fund Invested in Just 3 Artificial Intelligence (AI) StocksFeb 22, 2026 •By Manali Pradhan, CFA3 Predictions for Alphabet in 2026Feb 22, 2026 •By Adam LevyBillionaire Value Investor Seth Klarman Sold Alphabet and Bought This Outstanding AI Stock InsteadFeb 22, 2026 •By Dan CaplingerAlphabet Has a Plan for Worldwide AI DominanceFeb 21, 2026 •By Dan CaplingerInvestors Got Scared, But This AI Giant's True Strength Never WaveredFeb 21, 2026 •By Neil Patel1 Reason Why Investors Shouldn't Worry About This No-Brainer AI Stock's Biggest Competitive RiskAbout the AuthorEric Volkman is a contributing Motley Fool finance and stock market analyst. Previously, Eric was an equities analyst at European investment bank Raiffeisen Capital and Investment. He’s also been a freelance finance writer since 1995. He studied at Susquehanna University.TMFVolkmanStocks MentionedAlphabetNASDAQ: GOOG$310.47 (0.14%) $0.45AlphabetNASDAQ: GOOGL$310.55 (0.11%) $0.35*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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