---
title: "Alphabet's projected $205 billion capex can lift these 3 AI stocks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293817768.md"
description: "Cipher Digital, Micron, and Broadcom all look poised to be big winners as Alphabet continues to boost its capex budget."
datetime: "2026-07-25T08:58:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293817768.md)
  - [en](https://longbridge.com/en/news/293817768.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293817768.md)
---

# Alphabet's projected $205 billion capex can lift these 3 AI stocks

Cipher Digital, Micron, and Broadcom all look poised to be big winners as Alphabet continues to boost its capex budget.

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