Alphabet Inc. & Nomura Holdings

Alphabet Inc.: Identified as a key hyperscaler expanding capacity in India, with commitments in emerging markets like India — Andhra Pradesh and India — Telangana. Its investments are part of the AI infrastructure boom.

Nomura Holdings: Analysts at Nomura Holdings describe the AI infrastructure buildout as a 'picks and shovels' trade, highlighting opportunities for Indian suppliers of cables, power systems, and cooling equipment.

Alphabet Inc.: Alphabet Inc.>>> is planning an 'AI factory' project in Visakhapatnam, contributing to the growth of AI-focused data centers in India>>>.

Nomura Holdings: Nomura Holdings, a brokerage firm, published a report forecasting a USD 35 billion capex opportunity for industrial equipment manufacturers due to India's data center growth, providing valuable market insights.

Alphabet Inc.: Alphabet Inc. is seeking to raise $80 billion in equity to fund the expansion of its AI infrastructure, indicating significant investment in AI.

Nomura Holdings: Nomura Holdings provided estimates on the amount of dollar selling conducted by Japan's finance ministry, indicating its role in market analysis and reporting.

Alphabet Inc.: Customer of Samsung memory chips; benefits from AI infrastructure expansion.

Nomura Holdings: Forecast further DRAM and NAND price increases in Q3.

Alphabet Inc.: Alphabet Inc. is a customer of Samsung Electronics, driving demand for advanced memory chips used in AI servers and processors.

Nomura Holdings: CW Chung, an analyst at Nomura, suggested that investing in other regions could be a way for companies to hedge uncertainty surrounding existing semiconductor clusters.

Alphabet Inc.: Alphabet Inc.>>>'s Google is mentioned as a rival to OpenAI>>>, though concerns about competition have been brushed aside by investors.

Nomura Holdings: Nomura Holdings>>> analysts have projected significant gains for the Nikkei 225>>> by the end of 2026 and 2027, supported by stronger earnings prospects for semiconductor and AI-related companies.