Alphabet: The AI Leader Best Positioned to Dominate 2026
Written by Ryan Hasson. Published 11/28/2025.
Key Points
- Alphabet's latest Gemini model, Gemini 3, outperformed benchmarks and showcased Google’s TPU advantage.
- Alphabet has flipped its H1 sentiment to overwhelmingly bullish, boosted by accelerating growth, the release of Gemini 3, and Berkshire’s recent stake.
- Record earnings and expanding cloud profitability support Alphabet’s momentum heading into 2026.
Alphabet (NASDAQ: GOOGL) is not only outperforming the broader market in 2025 but has also overtaken many of its Magnificent Seven peers — and, crucially, its closest AI competitors.
That wasn't always the case. Through much of H1 2025 the stock was weighed down by concerns about rising AI competition, regulatory pressure, and uneven relative strength. But the past three months have become a defining chapter for the tech giant.
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Sentiment has flipped from caution to conviction, and Alphabet is now widely viewed as the frontrunner to lead the next phase of AI adoption. That shift hasn't come from hype — it has come from execution.
Google's accelerating AI progress, strong cross-segment growth, and a surprise endorsement from Warren Buffett's Berkshire Hathaway (NYSE: BRK.B) have forced even skeptical investors to take notice.
With the stock up 70% year-to-date (YTD) and 130% above its 52-week low, investors are asking how much higher shares can go.
Google’s Gemini 3 Reinforces Its AI Lead
On Nov. 18, Google released Gemini 3, its newest AI model, and the market reaction was immediate. While competitors such as NVIDIA (NASDAQ: NVDA) experienced share-price pressure — NVDA was down more than 7% on the month — GOOGL enjoyed a surge in bullish sentiment. Analysts issued a flurry of upgrades, many noting that Gemini 3 topped industry benchmarks in math, coding, science, and multimodal reasoning.
One of the most notable revelations was that Gemini 3 was trained primarily on Google's in-house TPU chips rather than NVIDIA GPUs. That detail triggered a market reaction: some analysts argued Google's vertical integration gives it both a pricing and scalability advantage. Even NVIDIA publicly acknowledged the moment, congratulating Google while reminding the market that its platform remains broadly adopted.
The Gemini 3 release also drew praise from across Silicon Valley. Salesforce CEO Marc Benioff said after just hours of testing the model, "It feels like the world just changed, again." That sentiment is echoing on Wall Street, where more investors are describing Google as the company with the clearest competitive advantage in foundational AI.
Could Google's TPUs Go Mainstream?
One development getting attention is the possibility that Google's TPUs could move beyond its own cloud infrastructure. Recent reporting indicates Google has begun pitching its next-generation TPUs for on-premise use inside customer data centers — a significant shift from its long-standing strategy of keeping them exclusive to Google Cloud.
Among the companies in talks is Meta Platforms (NASDAQ: META), which is reportedly exploring a multibillion-dollar deal to integrate TPUs into its data centers starting in 2027 while also renting TPU capacity from Google as early as next year.
Momentum Was Building Even Before Gemini 3
Even before Gemini 3, Alphabet was enjoying one of its strongest stretches in years. Berkshire Hathaway's recently disclosed position surprised Wall Street — not because Buffett bought tech (he already owns Apple) but because he picked Alphabet at a time when the stock had already posted significant gains this year. The market read that signal seriously, and the timing aligned with improving fundamentals at Google.
The company's most recent earnings report delivered its first $100 billion quarter, with growth across Search, YouTube, Cloud, and subscription services. Google Cloud's profitability expanded, ad revenue accelerated, and management highlighted broad-based improvement across the business. For a company of Alphabet's size to reaccelerate at this pace is rare, reinforcing the view that the stock may still be early in a multi-year breakout.
Alphabet Sets the Pace in the AI Race
Momentum now appears to be decisively in Alphabet's favor. Gemini 3 has strengthened its AI leadership, TPUs are emerging as a credible hardware alternative, fundamentals continue to improve, and Buffett's backing has bolstered confidence in the company's next phase of growth. With execution improving across every division, it's hard to see this momentum slowing as 2026 approaches. Alphabet isn't just participating in the AI race — it's increasingly setting the pace.
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