Alphabet Inc (NASDAQ:GOOGL) is among the best performing cybersecurity stocks in 2025. On March 27, Barclays named Google parent Alphabet Inc (NASDAQ:GOOGL) among its best compute stocks. The firm sees Alphabet as well positioned to benefit from AI infrastructure buildout. It’s projected that AI infrastructure spending by large cloud service providers and AI labs could exceed $1 trillion before hitting peaks in 2028.
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Google developed a custom processor chip for accelerating AI workloads, which Barclays sees as giving it good exposure to AI infrastructure budgets. Called the Tensor Processing Unit (TPU), this AI accelerator chip is optimized for performance and cost for all types of AI workloads thanks to its high reliability, security, and availability.
Google says this chip is perfect for training AI models, and it uses it internally for this purpose. It has also deployed it to power its cloud services.
Barclays’ view on the bright prospects of Google’s TPU AI chips is shared by DA Davidson. Gil Luria, DA Davidson’s head of technology research, estimates that selling AI chips could be a $900 billion business for Alphabet.
On March 26, Google added new tools intended to make it easy for users to switch to its Gemini AI assistant from rival AI agents. The tools include prompts that allow users to import chat history and preferences to Gemini from agents like ChatGPT and Claude.
Google’s bid to lure users from rival AI agents comes as it continues to enhance its Gemini AI assistant, which can now provide summaries inbox summaries and proofread outgoing emails before they’re sent.
Alphabet Inc has solidified its role in cybersecurity with the $32 billion acquisition of Israeli firm Wiz, officially completed on March 11, 2026. Wiz, which surpassed $1 billion in ARR in 2025, will join Google Cloud while keeping its brand, offering a multi‑cloud security platform across Google, AWS, Azure, and Oracle. The deal, Google’s largest ever, follows regulatory approvals in late 2025 and early 2026 and reflects its push to deliver a unified AI‑driven security platform to counter rising threats like prompt‑based attacks, while strengthening its appeal to enterprise clients.
Alphabet Inc (NASDAQ:GOOGL) is an American multinational technology conglomerate. It’s the parent company of the internet search engine and cloud computing giant Google. Google’s bevy of digital services also include cybersecurity, data analytics, and AI. Alphabet is headquartered in Mountain View, California.
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