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Google Cloud Next ‘26 — Who Will Lead the Supply Chain Surge?
Google Cloud Next ‘26 kicks off in Las Vegas on April 22, featuring the debut of Google’s next-generation TPU architecture. This event could serve as a major catalyst for the entire supply chain, from chipmakers to optical module suppliers. Which ticker will emerge as the biggest winner this week?
🔥 Top Contenders:
- $Alphabet - C(GOOG.US): The host. Google Cloud has surpassed $13B in quarterly revenue, making it the company’s fastest-growing segment. The event is expected to unveil new Gemini models and cutting-edge AI enterprise tools.
- $Taiwan Semiconductor(TSM.US): Google’s primary TPU foundry. Q1 net profit surged 58% YoY, with gross margins hitting a record 66%. High-performance computing (HPC) now drives over 60% of revenue. With earnings and the conference aligning, this stock faces a powerful double catalyst.
- $Broadcom(AVGO.US): Co-signed a 3.5GW next-gen TPU deal with Google and Anthropic. As Google’s deepest co-development partner, AI custom chips remain its core growth engine.
- : $Coherent Corp.(COHR.US)A key supplier of optical communication solutions (OCS). Every TPU cluster expansion directly boosts OCS demand, making COHR one of the most direct beneficiaries in the supply chain.
- $Lumentum(LITE.US): A critical supplier of OCS optical modules, with a $400M+ backlog. The market for these modules is projected to grow at a staggering 150%+ CAGR from 2025–2028.
- $Corning(GLW.US): Recently secured a multi-million-dollar optical module order from Google, positioning itself as a confirmed beneficiary of Google Cloud’s fiber infrastructure expansion.
Which stock do you think will shine the brightest this week? Let us know your pick!
🎁 500 Task Coins for correct picks!
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⏳ Voting ends Wednesday, Apr 22
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