Buy Alphabet Stock

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Buy Alphabet Stock

Why You Should Buy Alphabet Stock

If we look a few years into the past, the Google Cloud Platform (GCP) was nothing but a cash-burning experiment. Meanwhile, Microsoft Azure and AWS used to dominate the cloud computing market.

But the arrival of AI changed everything for the GCP. Today, it has emerged as a highly profitable division of Alphabet with a backlog of more than $460 billion.

GCP's Backlog Crossed $460 Billion

This massive backlog is a clear sign that AI developers and enterprises are showing their trust in the GCP. This fact alone tells us that Alphabet stock is a long-term buy!

At the start, GCP was just another experiment by Alphabet with very minimal revenue figures. Fast forward to Q1 2026, and GCP was posting unprecedented growth. In a single quarter, the revenue crossed $20 billion with a 60% y/y increase.

What really helped the Google Cloud to emerge as the leader was how it integrated AI into the overall platform. The Gemini Enterprise Agent Platform is now a part of the Google Cloud.

Using this platform, customers can build and run their AI agents. On top of that, Google's TPUs also make it easy to get high-level performance at an optimal cost. Various tests have shown that the TPUs from Google can easily outperform the generic GPUs in various tasks.

In other news, Antropic is also reportedly thinking about expanding its relationship with the GCP. The reports suggest Anthropic is planning to spend $200 billion over the next 5 years.

Even if we keep everything aside, the fact that Google Cloud has a $460 billion backlog is a clear sign to buy the stock. It shows that Alphabet is now a leader in the AI and cloud computing space.

If we look at the overall GCP trajectory and the growth prospects, it becomes clear why Alphabet is a long-term buy. As long as the AI boom stays in place, Alphabet will be a key player to benefit from it.

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