This Monster Artificial Intelligence (AI) Data Center Stock Is the Real Winner From Google's Deal with OpenAI (Hint: It's Not Nvidia)

Google Cloud just signed a major deal with OpenAI, and no one is talking about the who the real winner of this partnership is.

Jun 19, 2025 - 02:32
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This Monster Artificial Intelligence (AI) Data Center Stock Is the Real Winner From Google's Deal with OpenAI (Hint: It's Not Nvidia)

While Nvidia, Palantir Technologies, and Tesla consistently find their names in headlines regarding artificial intelligence (AI), I would argue that one company that dwarfs the attention garnered by big tech is OpenAI -- the start-up that kicked off the AI revolution in the first place.

Recently, OpenAI sent shockwaves around the AI landscape yet again. This time, however, it wasn't because the ChatGPT developer released another groundbreaking product aimed at its rivals.

Rather, investors learned that OpenAI is teaming up with ... Alphabet. Below, I'm going to detail why the partnership between OpenAI and Alphabet is such a big deal.

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