Nvidia and Google are safest AI bets in public markets: Intelligent Alpha CEO

Doug Clinton, CEO of Intelligent Alpha, was asked a elemental question successful a caller interview: which AI companies are the safest bets for investors successful nationalist markets close now? His answer:

I deliberation successful the nationalist markets it's astir apt Nvidia and Google. Nvidia is inactive the king. They powerfulness each of the inference fundamentally of each these exemplary makers, whether it's OpenAI oregon Anthropic.

— Doug Clinton, Intelligent Alpha CEO

I've been pursuing the AI infrastructure commercialized beauteous overmuch each 4th for the past 3 years now, and Clinton's framing cuts to the bosom of wherefore Nvidia (NASDAQ:NVDA) is truthful hard to stake against. Every large exemplary maker, OpenAI, Anthropic, Google, Meta, runs inference connected Nvidia hardware. That's a toll span astatine the halfway of the AI economy.

The numbers backmost Clinton up. Nvidia posted $68.13 cardinal successful Q4 FY2026 revenue, up 73.2% twelvemonth implicit year, with Data Center gross of $62.31 billion, up 75% YoY. Networking gross — the connective insubstantial of AI factories — surged 263% YoY to $10.98 billion. For the afloat fiscal year, Nvidia generated $96.58 cardinal successful escaped currency flow.

CEO Jensen Huang's Q1 FY2027 guidance calls for astir $78 cardinal successful revenue, excluding China information halfway compute. The banal trades astatine a guardant P/E of 22x against that maturation trajectory, with 60 expert bargain ratings and a statement terms people of astir $268. Prediction markets connected Polymarket presently delegate a 63% probability that Nvidia finishes 2026 arsenic the world's largest institution by marketplace cap.

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Clinton's 2nd prime is Alphabet (NASDAQ:GOOGL), which helium called the astir accessible nationalist exemplary builder disposable to investors close now. With OpenAI and Anthropic inactive private, that's a meaningful distinction.

Google Cloud grew 48% twelvemonth implicit twelvemonth successful Q4 2025 to $17.66 billion, with unreality operating income much than doubling. The Gemini app present has 750 cardinal monthly progressive users, and Gemini models process 10 cardinal tokens per minute. Annual gross crossed $400 cardinal for the archetypal clip successful 2025.

The hazard worthy watching is the $175 to $185 cardinal successful CapEx guided for 2026. That's an tremendous stake connected AI infrastructure. Sundar Pichai has said the investments are already driving gross crossed the business, and the $155 cardinal unreality backlog arsenic of Q3 2025 suggests the request is real.