THE INFRASTRUCTURE BEHIND THE GOOGL AI EMPIRE
AI Chips
• $Broadcom(AVGO)$ helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $Taiwan Semiconductor Manufacturing(TSM)$ only foundry currently capable of producing Google’s leading-edge TPUs at scale with acceptable yields.
• $ARM Holdings(ARM)$ licenses the CPU architecture Google uses alongside TPUs for AI inference & control
• $Cadence Design(CDNS)$ sells the software Google uses to design each new generation of AI chips
• $Synopsys(SNPS)$ provides chip testing/ IP so Google can ship complex TPUs without failures
• $Amkor Technology(AMKR)$ packages TPUs + memory together so Google can run them at data-center scale
AI Networking
• $Astera Labs, Inc.(ALAB)$ supports high-speed rack-level connectivity as Google scales TPU pods
• $Marvell Technology(MRVL)$ supplies custom networking chips inside Google’s AI data centers
• $Credo Technology Group Holding Ltd(CRDO)$ licenses data-transfer technology used inside Google’s AI hardware
• $Arista Networks(ANET)$ supplies switches that route traffic inside Google’s AI clusters
• $Ciena(CIEN)$ moves data between Google’s data centers over long distances
AI Utility
• $Cipher Mining Inc.(CIFR)$ supplies energy-backed sites supporting large AI workloads
• $TeraWulf Inc.(WULF)$ operates power-dense infrastructure where large-scale compute can be deployed
AI Memory
• $Micron Technology(MU)$ adds DRAM + HBM supply as Google expands AI inference
• $Western Digital(WDC)$ stores the massive datasets Google uses to train AI models
AI Optics
• $Lumentum(LITE)$ supplies optical components used inside Google’s AI data centers
• $COHERENT(COHR)$ provides lasers needed for high-speed optical data transmission
AI Power
• $Vertiv Holdings LLC(VRT)$ provides cooling infrastructure that keeps Google’s AI hardware onlin.
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