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The $190 Billion Question Hanging Over Alphabet Stock

Alphabet’s AI chip strategy could unlock a major new growth story, but soaring capex and falling free cash flow are raising harder questions for investors.

Written by: Rick Orford

Edited by: Mike Reyes

Last Updated June 3, 2026

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Alphabet (NASDAQ:GOOGL) is pushing deeper into the AI race with its next generation of custom TPUs, and the stakes are getting bigger. These chips could strengthen Google Cloud, power Gemini, and reduce reliance on NVIDIA GPUs, creating a potentially powerful long-term advantage for investors watching the AI infrastructure boom.

Stock prices used were the market prices of May 26, 2026. The video was published on June 1, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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