In 2019, the U.S. Department of Justice filed an antitrust lawsuit against Alphabet, demanding the breakup of Google to disrupt its dominance in the search engine field. The outcome of the lawsuit raised many concerns in the market regarding Alphabet's future. Many anticipated that Google would face long-term legal and financial pressures. However, in September 2025, the judge made a favorable ruling for Alphabet. Although Google had to terminate exclusive search contracts with certain companies, it did not lead to the company's breakup, and Google's main businesses, such as the Android system and Chrome browser, will continue to be under Alphabet. This ruling significantly boosted investor confidence.
In the race of artificial intelligence, Alphabet (Google's parent company) has long been regarded as a follower. In 2022, the launch of OpenAI's ChatGPT, an open-source conversational AI, put Google at a disadvantage, leading many to believe 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 a leader in the global artificial intelligence field. This change has had a positive impact on Alphabet's shareholders and will alter the developmental 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 from OpenAI in tests but also received widespread acclaim in the industry for its outstanding performance and accuracy. Most importantly, the training of Gemini 3 did not rely on Nvidia's GPUs but chose Google's self-developed Tensor Processing Units (TPUs). TPUs are chips specifically designed for AI computing power, offering advantages in performance and efficiency compared to traditional GPUs. This breakthrough has enabled Google to not only gain stronger technological competitiveness than OpenAI but also regain its leading position in the field of artificial intelligence.
In addition to AI models, Alphabet's advancements in autonomous driving technology should not be underestimated. Waymo, the self-driving car technology division under Alphabet, has consistently upheld the belief that its autonomous vehicles are safer than human drivers. Today, Waymo's self-driving fleet is in operation in several cities and continues to expand, surpassing threats from competitors like Tesla. Waymo's success is reflected not only in the maturity of its technology but also in its ability to utilize big data and AI technology for more accurate predictions and control, thereby increasing safety and efficiency. As autonomous driving technology matures, Alphabet's influence in the transportation sector will also strengthen.
Alphabet's success in artificial intelligence is not isolated. With the widespread adoption of Gemini technology, many suppliers collaborating with Google have also experienced explosive growth. Here are three Google TPU partners; this is purely market observation and not investment advice.
Broadcom (NASDAQ:AVGO) is the exclusive chip supplier for Gemini.
When discussing the success of Gemini, one cannot overlook Broadcom. This semiconductor design giant plays a crucial role in Google's AI infrastructure, as the training of the Gemini model relies entirely on Broadcom's self-developed TPU chips rather than traditional GPUs. The TPU, as a simplified version of a GPU, focuses on AI computing and can provide higher computational efficiency. As Google's exclusive partner, Broadcom is responsible for the manufacturing of TPU chips and profits from them. In 2025, Broadcom's stock price increased by over 60%, reaching an all-time high, indicating its tremendous potential in the AI field.
TTM Technologies (NASDAQ:TTMI) is a printed circuit board (PCB) manufacturer.
As Google rapidly expands in the field of artificial intelligence, the demand for hardware infrastructure has also grown. TTM Technologies, a leading company focused on high-density PCB design, is an important partner for Google in the construction of data centers. These high-density PCBs can support Google's TPU chips, addressing the high heat issues during server operations. TTM Technologies' stock price surged nearly 170% in 2025, indicating a future of explosive growth in demand within the AI field.
Celestica (NYSE:CLS) is a key supplier of server racks and switches.
Celestica is a company that provides customized server racks and Ethernet switches for Google. As a key supplier for Google AI infrastructure, Celestica is responsible for producing and delivering the Trillium TPU racks required for the Gemini data center. This company, with a history of thirty years, has significantly increased its market valuation due to its collaboration with Google, and its stock price has risen 220% year-to-date. It is expected that in 2026, Celestica's revenue will grow by 55% compared to 2025, showing its substantial business opportunities in Google's AI infrastructure expansion.
In 2025, Alphabet successfully reversed its position to become a leader in the global AI field, challenging OpenAI and other competitors. Whether in technological innovation in artificial intelligence, applications of autonomous driving, or deep collaborations with suppliers, Alphabet has demonstrated its unmatched strength in the future technology landscape. For investors, Alphabet's success not only signifies tremendous returns for the company itself but also the potential for its partners.
This article about three Google TPU suppliers riding the wave of explosive stock growth first appeared in Chain News ABMedia.
