Prize Contest | Google Cloud Next Opening Week, Who's the Winner in the Supply Chain?

Google Cloud Next '26 opens in Las Vegas on April 22nd. Google's next-generation TPU (Google's self-developed AI-specific chip) architecture is about to be unveiled, potentially catalyzing the entire supply chain from chips to optical modules. Guess the top gainer among related stocks next week and win 500 mission coins!

$Alphabet - C(GOOG.US): The host of the launch event. Google Cloud's quarterly revenue has exceeded $13 billion, making it Google's fastest-growing business segment. The new generation Gemini model and the AI enterprise assistant platform are both expected to debut at this event.

$Taiwan Semiconductor(TSM.US): The primary wafer foundry for Google's TPUs. Q1 earnings report showed net profit surging 58% year-on-year, with gross margin historically breaking 66%. The HPC platform contributed over 60% of revenue, and visibility for AI chip orders continues to rise. Catalysts from both the earnings report and the launch event are combined.

$Broadcom(AVGO.US): Jointly signed a 3.5 GW next-generation TPU computing power agreement with Google and Anthropic, representing the most deeply involved co-developer behind this launch event. The AI custom chip business is the core engine of its revenue growth.

$Coherent Corp.(COHR.US): A core supplier of Optical Circuit Switches (OCS). Every expansion of Google's TPU clusters drives up demand for OCS, making it the most direct beneficiary in the chain.

$Lumentum(LITE.US): A key supplier of OCS optical modules, with a backlog exceeding $400 million. The market it operates in is expected to see a compound annual growth rate of over 150% from 2025 to 2028.

$Corning(GLW.US): Has secured a multi-million dollar NPO optical module order from Google, positioning it as a definitive beneficiary of Google Cloud's fiber infrastructure.