Google Is Riding the AI Wave Higher, but the Real Winner of Gemini 3 Is This Stock

Google, the crown jewel of Alphabet (GOOGL), is riding the artificial intelligence (AI) wave higher with a kind of momentum that feels almost effortless. On Nov. 18, it unveiled Gemini 3, its most advanced family of LLMs yet, earning an early verdict of clear and overwhelming dominance. Gemini 3 Pro shot straight to the top of LMArena’s leaderboard by Nov. 25 and sits firmly at No. 1 on the Artificial Analysis Intelligence Index with a score of 73, earning praise from evaluators as the best LLM.

But behind Google’s soaring AI story, the semiconductor and software powerhouse Broadcom (AVGO) is the quiet winner stepping into the spotlight. Investors have been connecting the dots fast, realizing that the semiconductor giant has been Google’s behind-the-scenes partner for years, building the tensor processing units (TPUs) that power Google’s biggest AI leaps. With Google’s latest deal with Anthropic and rising TPU demand, analysts are already naming Broadcom a top pick, even over Nvidia (NVDA).