Alphabet Just Bought Into Nuclear Power. That Is Why I Am Buying Alphabet.

Alphabet's nuclear power purchase for AI data centers signals decade-long demand conviction, while GOOGL trades at a P/E of 15 with 82% Cloud growth.

GOOGL prints 82% Cloud growth and nearly 30% ROIC at a P/E of 15, offering better value than Microsoft for hyperscaler AI exposure.

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I keep hitting the buy button on Alphabet ( NASDAQ:GOOGL ), and the news that the company is locking in nuclear power for its AI data centers is the kind of receipt that keeps me adding. When a business is signing up for reactors, it is telling you what it thinks the next decade of demand looks like (we mapped five ways to play the reactor restart, utilities and fuel included, in a free nuclear report). I want to own that conviction for the long haul.

My thesis is simple. Alphabet already owns the two most valuable pieces of digital real estate on the planet, Search and YouTube, and it is now building the compute layer that the rest of the AI economy will rent from it. Google Cloud revenue hit $24.77B in Q2 FY26, growing 82% year over year, after posting 34%, 48%, and 63% growth in the prior three quarters. That is acceleration on top of an already massive base. The Gemini App has 950 million monthly active users, Gemini models process 22 billion API tokens per minute, and nearly 90% of the Fortune 100 use Gemini Enterprise. Search & other still grew 17% year over year to $63.27B, which puts the tired "AI kills Google" thesis to bed.

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Three sets of numbers do the work. First, quality: ROE 35.70%, ROIC 29.60%, operating margin 32.03%, gross margin 59.65%. Second, the balance sheet: debt/equity 0.143, net debt/EBITDA 0.19, interest coverage 175.3x. Third, valuation: at a P/E of 15 and earnings yield of 6.65%, I am paying a market multiple for a business compounding at hyperscaler pace.