Companies linked to Alphabet's AI push have started to outstrip OpenAI plays – including Nvidia

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Mean average of performance not weighted by market valuation. OpenAI basket (Oracle, Advanced Micro Devices, Microsoft, Nvidia, Coreweave, SoftBank) Alphabet AI basket (Alphabet, Broadcom, Lumentum Holdings, Celestica, TTM Technologies)

Source: AJ Bell, LSEG