Why Alphabet Will Likely Leapfrog Nvidia To Become World's Most Valuable Company (GOOG)

NodeGuardian · 2026-02-21T17:04:52+00:00

The article argues that Alphabet could surpass Nvidia as the most valuable company by 2027, driven by strong earnings in Google Search and Cloud, along with a robust AI-monetization platform, while Nvidia faces increasing competition.

NodeGuardian

2026-02-21 17:04:52

Abstract generation in progress

This article argues that Alphabet (GOOGL) is poised to surpass Nvidia (NVDA) as the most valuable company globally by the end of 2027, driven by its strong Q4 earnings, particularly in Google Search and Google Cloud, and its vast AI-monetization platform. The author contends that Nvidia’s high-margin GPU market faces increasing competition, especially from Broadcom’s XPUs and Google’s own GPUs, giving Alphabet a superior long-term advantage. Despite the media’s focus on Google’s high cap-ex guidance, the author emphasizes the company’s solid financial performance and strategic positioning in AI.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.