{"id":18037,"date":"2026-05-21T12:41:52","date_gmt":"2026-05-21T12:41:52","guid":{"rendered":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/21\/google-reveals-plan-to-dominate-ai-copy-apple-24-7-wall-st\/"},"modified":"2026-05-21T12:41:52","modified_gmt":"2026-05-21T12:41:52","slug":"google-reveals-plan-to-dominate-ai-copy-apple-24-7-wall-st","status":"publish","type":"post","link":"https:\/\/globalnewstoday.uk\/index.php\/2026\/05\/21\/google-reveals-plan-to-dominate-ai-copy-apple-24-7-wall-st\/","title":{"rendered":"Google Reveals Plan to Dominate AI: Copy Apple – 24\/7 Wall St."},"content":{"rendered":"

Investing<\/a>
Alphabet<\/strong> (GOOG<\/span><\/a>) is building direct relationships with Taiwan Semiconductor Manufacturing to design custom AI chips independently, mirroring Apple’s (AAPL) vertical integration strategy that delivered 49.3% gross margins and freed it from reliance on third-party chip designers. Nvidia (NVDA) data center revenue surged 92% to $75.2B in Q1, demonstrating the massive profit opportunity in AI silicon that is motivating Google’s in-house chip development.
Google is following Apple’s playbook of controlling its entire technology stack from software to custom semiconductors to lower AI infrastructure costs, strengthen ecosystem control, and reduce dependence on Nvidia’s commodity GPUs in the trillion-dollar AI era.
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Artificial intelligence has become the new arms race for Big Tech, but the battle is no longer just about who has the smartest chatbot. It is increasingly about who controls the hardware underneath it. That matters because AI models are expensive to train, power-hungry to run, and dependent on scarce semiconductor supply. So the question savvy investors should ask is simple: who owns the picks and shovels of the AI gold rush?<\/span>
Surprisingly, the answer may not just be <\/span>Nvidia<\/b> (<\/span>NASDAQ:NVDA<\/span><\/a> | NVDA Price Prediction<\/a>) anymore. <\/span>Alphabet<\/b> (<\/span>NASDAQ:GOOG<\/span><\/a>) appears ready to follow the blueprint that turned Apple into one of the most profitable companies on Earth — designing its own chips from top to bottom.<\/span>
Apple\u2019s advantage has never been limited to the iPhone. Its real edge comes from controlling the entire ecosystem — hardware, software, and increasingly, semiconductors.<\/span>
The company began designing its own A-series chips for iPhones in 2010 and later expanded into M-series processors for Macs and iPads. In Apple\u2019s fiscal 2026 second quarter, its services gross margin exceeded 76%, while overall company gross margin reached 49.3%. Those margins reflect the pricing power that comes from owning the technology stack.<\/span>
More importantly, Apple no longer <\/span>depends on third-party chip designers<\/span><\/a> like <\/span>Intel<\/b> (<\/span>NASDAQ:INTC<\/span><\/a>) for its core products. That shift improved battery life, boosted performance, and gave Apple tighter cost control.<\/span>
Let\u2019s put the numbers into perspective:<\/span>
Apple showed Silicon Valley that controlling your own chips is not just an engineering flex \u2014 it is a profit machine.<\/span>
Google has quietly spent more than a decade building its own AI Tensor Processing Units (TPU). Unlike Nvidia\u2019s GPUs, which are sold broadly across the industry, TPUs were designed primarily for Google\u2019s internal AI workloads.<\/span>
That strategy helped power products like Gemini, Search AI Overviews, and Google Cloud AI services. Alphabet\u2019s Google Cloud revenue rose 63% year over year to $20 billion in Q1, driven largely by AI infrastructure demand.<\/span>
Until now, Google <\/span>relied heavily on partners<\/span><\/a> including <\/span>Broadcom<\/b> (<\/span>NASDAQ:AVGO<\/span><\/a>) and <\/span>MediaTek<\/b> to help design these TPUs. But new reports from Taiwan suggest Google wants more control.<\/span>
Tech Taiwan<\/span><\/i> reports Google told <\/span>Taiwan Semiconductor Manufacturing<\/b> (<\/span>NYSE:TSM<\/span><\/a>) that it wants to become \u201cyour direct major customer.\u201d That is a loaded phrase in semiconductor circles because Taiwan Semi manufactures nearly all of Apple\u2019s chips. If Google bypasses partners and works directly with the foundry, it would mirror Apple\u2019s vertical integration strategy almost exactly.<\/span>
In any case, the economics are hard to ignore. Nvidia\u2019s data center revenue climbed 427% in fiscal 2025, and rose another 92% to $75.2 billion in its just-reported Q1 results, showing just how lucrative AI hardware has become. Google likely sees custom silicon as the fastest way to lower AI costs while improving performance.<\/span>
Granted, designing chips is not easy. Semiconductor development costs can exceed $500 million for a <\/span>single advanced-node design<\/span><\/a>, according to the Semiconductor Industry Association. Manufacturing bottlenecks also remain a risk because nearly every major AI company depends on Taiwan Semiconductor’s advanced packaging capacity.<\/span>
That said, Google has advantages many rivals lack:<\/span>
Google is not entering the chip race from scratch, but already has one foot inside the factory door.<\/span>
In short, Google\u2019s AI ambitions are evolving from software company to full-stack computing giant. Apple proved that owning your own chips can widen margins, strengthen ecosystem control, and reduce reliance on outside suppliers. Now Google appears ready to apply the same strategy to artificial intelligence.<\/span>
For investors, this matters because the next phase of the AI boom may not be won solely by the company with the best chatbot. It could be won by the company with the lowest-cost, highest-performance infrastructure underneath it.<\/span>
Google — by copying Apple —\u00a0 may be less imitation and more survival strategy in the trillion-dollar AI era.<\/span>
After two decades of patrolling the dark corners of suburbia as a police officer, Rich Duprey hung up his badge and gun to begin writing full time about stocks and investing. For the past 20 years he\u2019s been cruising the markets looking for companies to lock up as long-term holdings in a portfolio while writing extensively on the broad sectors of consumer goods, technology, and industrials. Because his experience isn\u2019t from the typical financial analyst track, Rich is able to break down complex topics into understandable and useful action points for the average investor. His writings have appeared on The Motley Fool, InvestorPlace, Yahoo! Finance, and Money Morning. He has been featured in both U.S. and international publications, including MarketWatch, Financial Times, Forbes, Fast Company, and USA Today.
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InvestingAlphabet (GOOG) is building direct relationships with Taiwan Semiconductor Manufacturing to design custom AI chips independently, mirroring Apple’s (AAPL) vertical integration strategy that delivered 49.3% gross margins and freed it from reliance on third-party chip designers. Nvidia (NVDA) data center revenue surged 92% to $75.2B in Q1, demonstrating the massive profit opportunity in AI silicon […]<\/p>\n","protected":false},"author":1,"featured_media":18038,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-18037","post","type-post","status-publish","format-standard","has-post-thumbnail","category-technology"],"_links":{"self":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/18037","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/comments?post=18037"}],"version-history":[{"count":0,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/18037\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media\/18038"}],"wp:attachment":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media?parent=18037"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/categories?post=18037"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/tags?post=18037"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}