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3 Stocks Poised to Benefit From Google’s AI Breakthough
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3 Stocks Poised to Benefit From Google’s AI Breakthough
Written by Dan Schmidt on December 3, 2025
Key Takeaways
- Alphabet has emerged as a leading AI player in 2025, overtaking competitors through innovations like Gemini 3, regulatory wins, and Waymo’s rise.
- Broadcom benefits from being Google’s exclusive TPU chip fabrication partner, tying its growth directly to Gemini’s expansion.
- TTM Technologies and Celestica also stand to gain, supplying specialized PCBs and server infrastructure for Google’s AI data centers.
After years of being considered a laggard in the AI gold rush, Alphabet Inc. (NASDAQ: GOOGL) turned the market on its head and put OpenAI on the defensive for the first time since ChatGPT launched in 2022. Alphabet is challenging OpenAI and shaking up the AI ecosystem—and if it continues to pull ahead in this race, it won’t just be GOOGL investors that benefit.
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Why Alphabet Has Dominated in 2025
It wasn’t long ago that Alphabet was in danger of falling behind the pack of AI hyperscalers. ChatGPT was going to replace Google Search, no one wanted autonomous vehicles, and the looming threat of regulatory scrutiny placed an invisible put option on the stock. But in 2025, the company delivered wins across all fronts:
- Antitrust Lawsuit Resolved: In September, a judge’s ruling in the Department of Justice’s antitrust case gave GOOGL stock a major boost. While Google must end exclusive search contracts, the judge ruled against breaking up the company. Crucially, Chrome and Android will remain under Alphabet, removing a key bear-case argument. Shares soared 9% on the day of the announcement.
- Gemini 3 Impresses: On Nov. 18, the company released Gemini 3, the most powerful and accurate version of its AI model to date. Not only did the model impress reviewers more than OpenAI’s latest model, but it was trained entirely on Google’s Tensor Processing Units (TPUs) rather than outsourced Graphics Processing Units (GPUs) from NVIDIA Corp. (NASDAQ: NVDA). We’ll discuss the significance of this development in a minute.
- Waymo Blows Away Competition: A recent opinion article in The NY Timeshighlights changing attitudes toward driverless cars. Waymo has long claimed its autonomous vehicles would become safer than human drivers, and it appears it now has data backing these claims. Additionally, the service is expanding to more cities, lapping competition from Tesla Inc.’s (NASDAQ: TSLA) RoboTaxi.
Investors have certainly taken notice—just look at GOOGL’s outperformance relative to other stocks in the OpenAI universe, especially Oracle Corp. (NYSE: ORCL).
3 Stocks to Piggyback on Google’s Success
Alphabet’s AI success doesn’t happen in a vacuum. Several public companies are deeply integrated into Google’s infrastructure—and as Gemini adoption grows, these suppliers could see breakout growth.
Broadcom: Exclusive Chip Provider for Gemini
You can’t discuss the success of Gemini without mentioning Broadcom Inc. (NASDAQ: AVGO), the semiconductor designer with the inside track to Google’s AI infrastructure.
Above, we noted that Gemini was trained on the company’s own TPU chips rather than NVIDIA GPUs.
TPUs are like stripped-down versions of GPUs, bare-bones chips without the ability to handle complex tasks like graphics rendering or crypto mining.
The result is a less flexible, but more efficient chip, which is perfect for Gemini’s purposes.
Where does Broadcom come in?
Google can design the TPU, but it lacks the expertise (and patents) to build the physical chips.
Broadcom is the exclusive partner helping Google oversee the fabrication process and earns revenue for each chip used in a Gemini data center.
AVGO shares are up more than 60% year-to-date (YTD), and the company reported record revenue in its Q3 2025 earnings release and boosted its fiscal 2026 outlook despite weak revenue from non-AI sources.
TTM Technologies: PCBs Designed for High-Density TPUs
Ever crack your smartphone so badly you can see the little green board inside? That’s a printed circuit board (PCB), one of the primary components in any electrical device.
PCBs can be programmed for a near-infinite array of tasks, but AI hyperscalers like Google require very dense, advanced boards specifically designed to handle the enormous heat that servers produce.
TTM Technologies Inc. (NASDAQ: TTMI) is a leading manufacturer of advanced PCBs, and its unique designs can be customized to integrate Google’s TPU chips.
Aggressive data center expansion has created strong demand for the company’s PCBs, and the stock has soared nearly 170% so far this year.
But despite the parabolic gains, fundamental and technical trends point to further upside. The company’s backlog is approaching $1.5 billion, and management reiterated its $730 million to $770 million Q4 revenue guidance despite margin headwinds from opening a new facility in Malaysia.
Celestica: Server Racks and Switches for Google Data Centers
Finally, we have the hardware provider for Google’s AI infrastructure. “Picks and shovels” plays are often popular investments during sector-specific bull runs, but Celestica Inc. (NYSE: CLS) offers a more targeted solution.
The company, which manufactures customized server racks and Ethernet switches, has become one of Google’s preferred hardware providers.
Celestica assembles and ships the Trillium TPU racks used in Gemini data centers, and its relationship with the tech giant has sent the three-decade-old company’s shares to unprecedented heights (up over 220% YTD).
Buying a stock already up 220% takes gumption, but the company’s 2026 revenue guidance projections target $16 billion in sales, a 55% year-over-year increase from 2025.
Celestica may still have room to grow if demand for AI infrastructure holds steady.
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