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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THE INFRASTRUCTURE BEHIND THE GOOGL AI EMPIRE

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