Alphabet and Nvidia Just Might Be the Ultimate AI Stocks. But Which Will Be the Bigger Winner Over the Next 10 Years?

Key Points

• Alphabet’s cloud backlog just surged 55% sequentially to $240 billion.

• Nvidia’s data center revenue soared 75% year over year in its latest quarter.

• When comparing the two AI stocks, one is the clear winner.

• 10 stocks we like better than Alphabet ›

Both Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG) and Nvidia (NASDAQ: NVDA) have established themselves as foundational pillars of the artificial intelligence (AI) revolution. But when looking ahead over a 10-year horizon, the question isn’t whether both businesses will succeed — it’s which stock offers the better risk-adjusted path for investors from today’s starting line.

On the surface, Nvidia’s momentum looks unstoppable. The semiconductor giant just reported another quarter of staggering growth. Yet beneath the headline numbers, the comparison isn’t so simple. Ultimately, one of these two tech behemoths comes out ahead when comparing their business durability and valuation expectations.

Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »

Image source: The Motley Fool.

Alphabet: a cloud-computing catalyst

Alphabet recently reported its fourth-quarter results for 2025, and the headline numbers were exceptional.

The tech giant’s revenue for the period rose 18% year over year to $113.8 billion. And the company’s full-year revenue notably…