Alphabet: External TPU Sales Are A Likely Game Changer

YR Research 5.65K Followers Follow Summary Alphabet is poised for a generational catalyst as external TPU sales ramp up, with 2027 set to be its 'Nvidia moment.' I see Google's willingness to supply TPUs to competitors as a sign of confidence in its AI moat and user ecosystem. GOOG’s inventory and supply commitments have surged, indicating aggressive positioning for TPU scale and future revenue acceleration. I reiterate a 'Strong Buy' rating, expecting revenue growth and margin expansion to outpace current consensus, driving multiple expansion potential. Getty Images Alphabet ( GOOG ) ( GOOGL ) shares have lost some ground in recent weeks on the back of concerns about falling behind in the AI model race, after news about several renowned figures leaving the DeepMind research team. I argue investors This article was written by YR Research 5.65K Followers Follow I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their downside risk is too high. Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.