2 Stocks to Buy as Google Starts Selling Its AI Chips

Alphabet has begun selling its custom AI chips (TPUs) to customers for the first time in Q2, creating a new revenue stream. Broadcom supplies the chips and benefits from TPU sales across all deployment scenarios. Both companies are positioned to capitalize on growing AI infrastructure demand, with Broadcom showing accelerating AI semiconductor revenue growth (221% YoY) and Alphabet's Cloud segment posting strong profitability improvements.