In 2019, the U.S. Department of Justice filed an antitrust lawsuit against Alphabet, demanding the breakup of Google to challenge its dominance in the search engine market. The outcome of the lawsuit raised many questions about Alphabet's future. Many anticipated long-term legal and financial pressure on Google. However, in September 2025, a judge ruled in favor of Alphabet. While Google was required to terminate exclusive search contracts with certain companies, the company was not broken up, and its core businesses, such as Android and the Chrome browser, would remain under Alphabet. This ruling significantly boosted investor confidence.
In the race for artificial intelligence, Alphabet (Google's parent company) has long been considered a follower. Since OpenAI launched ChatGPT, an open-source conversational AI platform, in 2022, Google seemed to be at a disadvantage. Many believed that Google's powerful search engine and self-driving car business could no longer compete with OpenAI and Tesla. However, by 2025, Alphabet not only successfully reversed the situation but also became the global leader in artificial intelligence. This change not only had a positive impact on Alphabet's shareholders but will also change the development direction of the entire AI ecosystem.
In November, Alphabet launched its latest artificial intelligence model, Gemini 3. This AI model not only surpassed the latest version of OpenAI in tests, but also won widespread acclaim from the industry for its outstanding performance and accuracy. Most importantly, Gemini 3 's training did not rely on NVIDIA's GPUs, but instead chose Google's own Tensor Processing Unit ( TPU ). The TPU is a chip specifically designed for AI computing power, offering superior performance and efficiency compared to traditional GPUs. This breakthrough not only gives Google a stronger technological competitive edge over OpenAI, but also allows it to regain a leading position in the field of artificial intelligence.
Beyond AI models, Alphabet's progress in autonomous driving technology is also remarkable. Waymo, Alphabet's self-driving car technology division, has always adhered to the belief that autonomous vehicles are safer than human drivers. Today, Waymo's self-driving fleet is already operating in several cities and continues to expand, surpassing the threat from competitors like Tesla. Waymo's success lies not only in the maturity of its technology but also in its ability to leverage big data and AI for more accurate prediction and control, thereby improving safety and efficiency. As autonomous driving technology matures, Alphabet's influence in the transportation sector will continue to grow.
Alphabet's success in the field of artificial intelligence is not an isolated phenomenon. With the widespread adoption of Gemini technology, many suppliers collaborating with Google have also experienced explosive growth. The following are three companies collaborating with Google TPUs; this is purely market observation and not investment advice.
Broadcom (NASDAQ:AVGO): Exclusive chip supplier for Gemini.
When discussing Gemini's success, Broadcom must be mentioned. This semiconductor design giant plays a crucial role in Google's AI infrastructure. Gemini models are trained entirely using Broadcom's own TPU chips, rather than traditional GPUs. The TPU, a simplified version of the GPU, focuses on AI computation and offers higher efficiency. As Google's exclusive partner, Broadcom is responsible for manufacturing the TPU chips and profits from the process. In 2025, Broadcom's stock price rose by over 60%, reaching an all-time high, indicating its enormous future potential in the AI field.
TTM Technologies (NASDAQ:TTMI): A manufacturer of printed circuit boards (PCBs)
As Google rapidly expands in the field of artificial intelligence, its demand for hardware infrastructure is also increasing. TTM Technologies, a leading company specializing in high-density PCB design, is a key partner for Google in building its data centers. These high-density PCBs support Google's TPU chips, addressing the high heat generated during server operation. TTM Technologies' stock price rose nearly 170% in 2025, foreshadowing a future of explosive growth in demand for its AI solutions.
Celestica (NYSE:CLS) is a key supplier of server racks and switches.
Celestica is a company that provides customized server racks and Ethernet switches to Google. As a key supplier of Google's AI infrastructure, Celestica manufactures and ships the Trillium TPU racks required for the Gemini data center. This 30-year-old company has significantly boosted its market valuation due to its partnership with Google, with its stock price rising 220% year-to-date. Celestica's revenue is projected to grow by 55% in 2026 compared to 2025, demonstrating the enormous business opportunities it presents in Google's AI infrastructure expansion.
In 2025, Alphabet successfully staged a comeback to become the global leader in AI, challenging the positions of OpenAI and other competitors. Whether in technological innovation in artificial intelligence, applications in autonomous driving, or deep collaborations with suppliers, Alphabet has demonstrated its unparalleled strength in the future of technology. For investors, Alphabet's success not only means huge returns for the company itself but also signifies the potential of its partners.
This article, which discusses the explosive growth of the stocks of three Google TPU suppliers riding on the coattails of Google's success, first appeared on ABMedia, a ABMedia .
