Back to News
quantum-computing

Google Gave Amazing News to Nvidia and Broadcom Stock Investors

The Motley Fool
Loading...
2 min read
0 likes
⚡ Quantum Brief
Alphabet announced a $185 billion AI infrastructure expansion, significantly boosting capital expenditures to meet surging demand for its Gemini AI models and cloud services. The move underscores accelerating competition in AI-driven data center investments. Nvidia and Broadcom stocks rose on expectations of increased semiconductor demand from Alphabet’s AI buildout, particularly for high-performance GPUs and networking chips essential for large-scale AI training. Alphabet’s Gemini AI rollout gained momentum, with the company positioning itself as a leader in enterprise and consumer AI applications, directly challenging competitors like Microsoft and Amazon. The capex surge reflects broader industry trends, where tech giants are prioritizing AI infrastructure over short-term profits, betting on long-term dominance in generative AI and quantum-adjacent computing. Analysts note the investment could reshape supply chains, benefiting chipmakers and data center providers while intensifying pressure on smaller AI players struggling to match scaling costs.
Google Gave Amazing News to Nvidia and Broadcom Stock Investors

Summarize this article with:

By Jose Najarro – Feb 21, 2026 at 8:15PM ESTNASDAQ: GOOGLAlphabetMarket Cap$3.8TToday's Changeangle-down(3.95%) $11.96Current Price$314.81Price as of February 20, 2026 at 3:58 PM ETAlphabet reported massive Capex growth driven by AI demand.In today's video, I discuss recent updates affecting Alphabet (GOOGL +3.95%) (GOOG +3.66%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Feb. 4, 2026. The video was published on Feb. 4, 2026. Read NextFeb 20, 2026 •By Eric TrieStock Market Today, Feb. 20: Alphabet Jumps as Gemini Rollout Bolsters $185B AI BuildoutFeb 20, 2026 •By Patrick SandersBetter Artificial Intelligence Stock: Alphabet vs. AmazonFeb 20, 2026 •By Anders BylundPrediction: 2 Stocks That Should Be Worth More Than Nvidia 10 Years From NowFeb 20, 2026 •By Sean WilliamsBillionaire Stanley Druckenmiller Dumped 4 of the Hottest AI Stocks and Nearly Quadrupled His Fund's Stake in Another Trillion-Dollar CompanyFeb 19, 2026 •By Johnny RiceHere's the Quantum Computing Stock Wall Street Loves the Most (Hint: It's Not IonQ or Rigetti)Feb 18, 2026 •By Daniel SparksAmazon vs. Alphabet: Which Is the Better AI Stock to Buy Now?About the AuthorJose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where he had first-hand experience seeing how emerging technology can change the world. Jose Najarro went to NJIT, receiving his Bachelor's and Master's degree in Electrical Engineering.TMFJoseNajarroX@_JoseNajarroStocks MentionedAlphabetNASDAQ: GOOGL$314.81 (+3.95%) $+11.96BroadcomNASDAQ: AVGO$332.44 (0.46%) $1.55NvidiaNASDAQ: NVDA$189.82 (+1.02%) $+1.92AlphabetNASDAQ: GOOG$314.67 (+3.66%) $+11.11*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

Read Original

Tags

quantum-computing
quantum-algorithms
rigetti
ionq

Source Information

Source: The Motley Fool