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A Once-in-a-Decade Investment Opportunity: 1 Magnificent Artificial Intelligence (AI) Stock to Buy in 2026 and Hold Forever (Hint: It's Not Nvidia) | The Motley Fool Alphabet is gaining favor as an AI growth stock, with its shares rising 65% last year. The company's diverse revenue streams, including advertising through Google and YouTube, subscriptions from streaming services, and growing cloud computing presence, contribute to its profitability. Alphabet’s vertically integrated ecosystem, featuring DeepMind for research and custom silicon solutions like TPUs for computation, positions it as a leader in AI infrastructure. Recent investments in data centers and energy-efficient infrastructure further strengthen its competitive edge. Analysts看好Alphabet作为长期持有的AI生态系统公司的潜力，预计其未来将带来持续的收入增长和利润率扩张。 Alphabet is beginning to emerge as Wall Street's new favorite artificial intelligence (AI) growth stock. Artificial intelligence (AI) has certainly had an effect on the stock market over the last few years. In particular, a small collective known as the "Magnificent Seven" -- Nvidia , Apple , Microsoft , Amazon , Meta Platforms , Tesla , and Alphabet ( GOOGL +0.65% ) ( GOOG +0.75% ) -- are pushing the frontiers across next-generation hardware and software. One company that is only just beginning to earn its position in the AI spotlight is Alphabet, whose shares blasted 65% higher last year. Perhaps one of the most telling signs that Wall Street is bracing for even more upside in Alphabet stock is the sheer number of high-profile institutional investors pouring into the stock . Let's dig into what separates Alphabet from its mega-cap peers, and assess why now is a great time to buy the stock hand over fist and prepare to hold for the long haul. Image source: Getty Images. Alphabet is a money printing machine Alphabet generates revenue through a host of different products and services. The company's crown jewel is its advertising empire, which spans internet platforms Google and YouTube. The company also has a subscription component tied to its streaming service, as well as its consumer electronics division, Android. Lastly, Alphabet is beginning to make a splash in the world of cloud computing against rivals such as Amazon Web Services (AWS) and Microsoft Azure. The company's services segment -- which accounts for advertising, subscriptions, and devices -- is massively profitable. Through the first nine months of 2025, Google Services generated a 40% operating margin . Meanwhile, Google Cloud Platform (GCP) reported a 21% margin. GOOGL Net Income (TTM) data by YCharts. On a trailing 12-month basis, Alphabet has been the most profitable AI business among the major hyperscalers . The company has slowly and methodically allocated its profits across many different areas in the AI value chain. Let's dig into how Alphabet is swiftly evolving from an internet giant to a full-spectrum AI powerhouse. Alphabet's vertically integrated ecosystem is unrivaled One thing that makes Alphabet's business model successful is its ability to vertically integrate its various operations. A vertically integrated company is one that controls numerous aspects of its own value and supply chain, as opposed to outsourcing its needs. Today's Change (0.65%) $2.12 Current Price $330.50 At the research layer, Alphabet owns a laboratory called DeepMind which it uses to help refine its AI model, Gemini . At the computer layer, Alphabet is deploying its own custom silicon solution -- tensor processing units (TPUs). Alphabet collaborates with Broadcom for its TPU designs. But the bigger idea is that the company has now unlocked new ways to compete with incumbent cloud infrastructure providers and migrate away from a full Nvidia GPU stack. When it comes to infrastructure, Alphabet has invested heavily in capital expenditures (capex) over the last three years to build out data centers around the globe. Its robust profitability profile allows the company to make these infrastructure investments on a continued basis. Alphabet is beginning to complement its data center buildouts with efficient energy infrastructure, thanks to its $4.7 billion acquisition of Intersect . This move should provide Alphabet with flexibility related to energy capacity constraints as AI workloads expand. As such, the company need not rely as much on external power suppliers. By building such a diversified ecosystem, Alphabet is paving the way for cheaper training and inference costs as AI becomes more integrated at the enterprise level. As a result, the company appears more than well-positioned to usher in a wave of continued revenue acceleration bolstered by further profit margin expansion. What makes Alphabet a forever stock? Alphabet is not a company that revolves around a single product lifecycle. What started as a search engine has masterfully evolved into a multifaceted platform serving consumers and businesses alike. Even a modest investment of $1,000 at Alphabet's IPO is now worth six figures -- solidifying the long-term thesis. GOOGL Total Return Price data by YCharts. Today, the company should be seen through the lens of an AI ecosystem -- a trend that could prove transformational over the coming decades. With AI still in its early stages, Alphabet's trajectory feels like the start of a decades-long arc of compounding, market-beating returns. In my eyes, Alphabet is a rare example of a stock to buy and hold forever. Adam Spatacco has positions in Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy .

人工智能重塑超级应用，中国科技巨头加入“代理商务”竞赛

中国的科技巨头正在进入“代理商务”，这是人工智能竞赛的一个新阶段，阿里巴巴和字节跳动等公司的目标是将聊天机器人转变为综合性的购物和支付工具。近日，阿里巴巴更新了Qwen AI聊天机器人，实现界面内直接交易，并与淘宝、飞猪等平台集成，打造无缝电商体验。这种向代理人工智能的转变反映了全球人工智能公司从基础模型转向更加面向任务的应用程序的更广泛趋势，以增强用户参与度并创造竞争优势。在中国，阿里巴巴凭借其先进的语言模型能力和广泛的电子商务网络，有望引领这一转变。与此同时，字节跳动还升级了豆宝聊天机器人，实现自主任务处理。随着全球竞争的加剧，中国和西方公司都在调整自己的战略，前者专注于国内整合和战略性区域扩张，而西方公司则强调在更严格的隐私法规下的全球可扩展性。

与可汗学院合作，为学习者打造最好的人工智能工具

谷歌与可汗学院合作，利用谷歌的 Gemini 模型开发新的人工智能教育工具。写作教练工具正在集成到可汗学院的平台中，为 7-12 年级的学生提供指导和反馈，并计划在今年晚些时候加入阅读教练。Schoolhouse.world 还利用 Gemini 通过练习模拟和对导师的反馈来增强辅导课程。目的是支持学习过程而不仅仅是提供答案。

Z 世代担心工作场所中的人工智能

任仕达 (Randstad) 对各国 27,000 名工人和 1,225 名雇主进行的调查显示，人工智能对现代工作场所的影响越来越大，80% 的员工预计人工智能会对他们的日常任务产生影响。调查显示，Z 世代员工最担心人工智能对工作保障和机会的影响，而婴儿潮一代则因经验和工作稳定性而感到准备最充分。报告还指出，对人工智能相关技能的需求显着增加，提及“人工智能代理”的职位列表增加了 1,587%，凸显了提升员工技能的重要性。

微软首席执行官纳德拉的人工智能泡沫“明显迹象”

微软首席执行官萨蒂亚·纳德拉 (Satya Nadella) 在达沃斯世界经济论坛上表达了对人工智能泡沫的担忧，强调人工智能要不仅仅是泡沫，它的好处必须扩展到科技公司之外。他认为，非科技公司的广泛采用对于经济持续增长至关重要。纳德拉宣扬微软的愿景，即人工智能作为一种生产力工具和配套技术，而不是工人的替代品，并指出云计算和移动设备在促进这种扩散方面的重要性。

Anthropic 首席执行官对 Nvidia 的批评震惊了达沃斯 |TechCrunch

美国政府批准向中国客户出售 Nvidia 的 H200 芯片和 AMD 芯片系列，推翻了之前的禁令。在达沃斯世界经济论坛上，Anthropic 首席执行官达里奥·阿莫迪批评了这一决定，警告称这可能会对国家安全产生重大影响，并将向中国出口芯片比作向朝鲜出售核武器。鉴于 Nvidia 与 Anthropic 的合作关系，Amodei 的言论尤其值得注意，Anthropic 最近宣布向该公司投资 100 亿美元。尽管存在潜在的商业影响，但阿莫迪的大胆声明反映了人工智能竞赛中的高风险。

投资者纷纷为“物理人工智能”提供资金，Ethernovia 融资 9000 万美元

总部位于圣何塞的人工智能初创公司 Ethernovia 获得了由 Maverick Silicon 领投的 9000 万美元 B 轮投资，Maverick Silicon 是一家由 Maverick Capital 于 2024 年成立的专注于人工智能的基金。该公司开发基于以太网的处理器，以促进从传感器收集数据并快速传输到中央计算机，特别是对于自动驾驶汽车。这笔资金凸显了投资者对“物理人工智能”技术和支持基础设施日益浓厚的兴趣，旨在推动机器人和自动驾驶汽车领域的发展。

首席执行官表示，穆巴达拉瞄准了人工智能和机器人领域的机遇

阿布扎比的 Mubadala 是一家价值 3300 亿美元的主权财富基金，专注于人工智能和机器人技术，将其作为未来增长和投资的关键领域。集团首席执行官 Khaldoon Al Mubarak 在达沃斯世界经济论坛期间强调了人工智能和机器人技术在制造业和工业领域交叉的重要性。该基金还优先考虑生命科学、医疗保健、生物技术，并计划在非洲扩张。

Anthropic 首席执行官在达沃斯谈论潜在的 IPO、Gemini 和人工智能技术

Anthropic 首席执行官 Dario Amodei 在瑞士达沃斯世界经济论坛上讨论了颠覆性人工智能技术、大型科技公司的竞争以及潜在的 IPO 计划。

你真的能识别人工智能生成的视频吗？揭露真相的工具 - Talk Android

谷歌在其 Gemini 应用程序中引入了一个验证工具，可以检测视频是否是使用谷歌的人工智能工具创建或编辑的。此功能可扫描 SynthID 数字水印并分析音轨以识别 AI 生成的内容，从而提供视频或音频受影响部分的详细上下文。虽然它提高了透明度，但该工具仅限于谷歌自己的人工智能生成的内容，并且有文件大小限制。此举解决了人们对网上流传的虚假视频日益增长的担忧。