![\"A](\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/04\/8717c1e4c5b5f3faa454944486472d7c.jpeg\")
HelloRF Zcool \/ Shutterstock.com <\/p>\n HelloRF Zcool \/ Shutterstock.com <\/p>\n
Peter Diamandis argues Google (GOOGL) holds more AI chips than entire countries and will dominate the AI infrastructure race because it saw the opportunity a decade ago when Larry Page invested in proprietary Tensor Processing Units before competitors.<\/p>\n
Google\u2019s chip holdings exceed those of Microsoft, Amazon, Oracle, and XAI combined, while the company plans $175 to $185 billion in 2026 CapEx\u2014nearly double 2025 spending\u2014to extend its infrastructure advantage as AI infrastructure constraints tighten globally.<\/p>\n
Google\u2019s entrenched silicon position and decade-long head start in custom chips give it structural dominance in the AI arms race that rivals nation-states, positioning investors to capitalize on owning the foundational layer of AI infrastructure.<\/p>\n
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE<\/a>.<\/p>\n I’ve been following Peter Diamandis’s commentary on AI infrastructure for the better part of two years now, and his recent observation on the “Moonshots with Peter Diamandis” podcast (EP 246) is stunningly accurate.<\/p>\n His co-host laid it out: “every chip that’s coming out is getting used instantaneously. There is not an idle memory or processing chip anywhere in the country.”<\/p>\n READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks<\/a><\/p>\n In that context of total scarcity, who owns the chips owns the future.<\/p>\n According to Diamandis, the answer is overwhelmingly Google. A chart referenced in the episode shows Google’s chip holdings exceed those of entire countries, including China, followed by Microsoft, Amazon, Oracle, and XAI. Diamandis called Alphabet (NASDAQ:GOOGL<\/a>) “the dominant force” in AI and said it “will win in the long run.”<\/p>\n The foresight story starts a decade ago. Larry Page gets primary credit for this advantage, having seen the AI chip opportunity in 2016 “before anyone was thinking about this stuff.” Google began developing its Tensor Processing Units internally around 2015-2016, giving it a proprietary silicon foundation that no competitor has fully replicated.<\/p>\n The numbers validate that bet. GOOGL has returned 730% over the past ten years, from $38.68 in April 2016 to $321.31 today. A decade of compounding proprietary infrastructure built that return.<\/p>\n Now Alphabet is doubling down. Sundar Pichai confirmed 2026 CapEx guidance of $175 to $185 billion, nearly double FY2025’s $91.4 billion. Google Cloud already runs at an annual run rate exceeding $70 billion, with Q4 2025 cloud revenue up 48% year-over-year.<\/p>\n Microsoft (NASDAQ:MSFT<\/a>) is spending aggressively too, with Q2 FY2026 CapEx of $29.88 billion, nearly doubling year-over-year, but it remains dependent on NVIDIA and its OpenAI partnership. Amazon (NASDAQ:AMZN<\/a>) is building its own silicon with Trainium and Graviton, with a combined annual run rate over $10 billion growing triple digits, and plans roughly $200 billion in 2026 CapEx. Oracle (NYSE:ORCL<\/a>) plays a “chip neutrality” strategy, running all top five AI models in Oracle Cloud rather than owning the silicon itself.<\/p>\n Diamandis is askin the right question: “When are they going to run into monopoly concerns?” His answer was geopolitical. The current administration’s “beat China at all costs” posture means antitrust pressure on Google’s chip dominance is unlikely in the near term. When national security and competitive advantage point the same direction, regulators tend to stand aside.<\/p>\n If you believe the AI infrastructure race is won at the chip layer, and that Google’s decade-long head start compounds with each passing quarter of $175 billion in new spending, the Diamandis thesis carries real weight. The risk is that scale alone does not guarantee model quality or enterprise adoption. But owning the picks and shovels of an arms race, at a scale that rivals nation-states, is a position most investors would take.<\/p>\n Wall Street is pouring billions into AI, but most investors are buying the wrong stocks. The analyst who first identified NVIDIA as a buy back in 2010 \u2014 before its 28,000% run \u2014 has just pinpointed 10 new AI companies he believes could deliver outsized returns from here. One dominates a $100 billion equipment market. Another is solving the single biggest bottleneck holding back AI data centers. A third is a pure-play on an optical networking market set to quadruple. Most investors haven’t heard of half these names. Get the free list of all 10 stocks here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"HelloRF Zcool \/ Shutterstock.com Peter Diamandis argues Google (GOOGL) holds more AI chips than entire countries and will…\n","protected":false},"author":2,"featured_media":379918,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,28131,367,13070,1702,40204,609,111,139,1042,69,141368,145,173715],"class_list":{"0":"post-379917","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-googl","12":"tag-google","13":"tag-google-cloud","14":"tag-infrastructure","15":"tag-larry-page","16":"tag-microsoft","17":"tag-new-zealand","18":"tag-newzealand","19":"tag-nvidia","20":"tag-nz","21":"tag-peter-diamandis","22":"tag-technology","23":"tag-top-10-ai-stocks"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/379917","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=379917"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/379917\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/379918"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=379917"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=379917"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=379917"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}