3 Stocks Poised to Benefit From Google’s AI Breakthough

Core Insights - Alphabet Inc. (GOOGL) has significantly improved its position in the AI sector, overtaking competitors like OpenAI and Tesla, and is now seen as a leading player in the industry [5][6] - The launch of Gemini 3, an advanced AI model trained on Google's proprietary TPU chips, has garnered positive reviews and is expected to enhance Alphabet's competitive edge [3][6] - Recent regulatory developments, including a favorable antitrust ruling, have bolstered investor confidence in GOOGL, leading to a notable increase in its stock price [4][5] Alphabet's AI Advancements - Waymo's expansion into more cities and its claims of safer autonomous vehicles are positioning it ahead of competitors like Tesla's RoboTaxi [2] - The successful release of Gemini 3, which outperformed OpenAI's latest model, marks a significant milestone for Alphabet in the AI landscape [3] - The company has shifted from being perceived as a laggard to a leader in AI, challenging OpenAI and reshaping the ecosystem [5] Financial Implications for Partners - TTM Technologies and Celestica are expected to benefit from Alphabet's AI growth, supplying specialized PCBs and server infrastructure for Google's AI data centers [6] - Broadcom, as Google's exclusive TPU chip fabrication partner, is directly tied to the success of Gemini, with its shares up over 60% year-to-date [10] - TTM Technologies has seen its stock soar nearly 170% this year, driven by strong demand for advanced PCBs tailored for Google's TPU chips [12] - Celestica's shares have increased over 220% year-to-date, supported by its role in manufacturing server racks for Google's AI infrastructure [15]