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Nvidia stands out in AI infrastructure and has exciting growth prospects ahead.
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Alphabet leads in search and is seeing rapid growth in its cloud computing sector.
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Both firms possess formidable competitive advantages.
If you’re on the lookout for tech stocks to buy and hold for the next decade, focus on those with solid growth prospects and lasting competitive edges.
So, let’s explore two stocks that seem to fit this bill.
Function: Nvidia (NASDAQ:NVDA) is primarily a chip maker known for its graphics processing units (GPUs), which are now essential for powering AI workloads, including large-scale language model training and inference. They also offer networking products to speed up data transfer in data centers, enabling comprehensive AI solutions.
The competitive moat: Nvidia’s edge comes from a network built around its chips, notably its CUDA software platform. Before AI took off, Nvidia cleverly introduced CUDA to essential universities and research facilities, which laid the groundwork for much of the AI coding done today. This has led to a significant advantage with its exclusive AI code library. Plus, Nvidia’s proprietary NVLink system lets chips operate cohesively, preventing customers from mixing and matching parts in AI clusters.
Growth opportunities: Being the top chip supplier for AI data centers means Nvidia’s future hinges on expanding its AI infrastructure. Currently, demand remains robust, as cloud providers aim to meet ongoing needs. Nvidia anticipates the AI data center market will grow from $3 trillion to $4 trillion by 2030.
Function: Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) is the leading digital ad platform via its dominant search (Google) and streaming services (YouTube). The company also owns the third-largest cloud provider, Google Cloud, and is a main player in the robotaxi sector through Waymo. Additionally, Alphabet has created its own advanced LLM called Gemini and custom AI chips named Tensor Processing Units (TPUs).
The competitive moat: Alphabet’s advantages in search and generative AI stem from three main aspects: distribution, data, and advertising networks. With the Chrome browser and Android OS—both of which become defaults on most devices—Alphabet serves as the primary internet gateway for many. The vast amount of search data and YouTube videos aids in training models, helping advertisers fine-tune their targeting. Furthermore, Alphabet boasts one of the most extensive advertising networks available to businesses globally.
In cloud computing, the company is establishing a noteworthy advantage with its end-to-end technology stack, enhanced by unique AI models and chips. The TPU offers cost benefits for training and inference with proprietary AI models, creating a dynamic growth effect.
Growth opportunities: Alphabet is beginning to witness the rise of AI-driven revenue growth from search, with new features enhancing user interaction. Innovations like AI Overview and the recently launched Gemini 3 are gaining traction. With AI integration, the navigation between traditional search and AI chat is seamless, which could lead to impressive advertising gains for Alphabet.
Moreover, the firm is positioned well in the cloud sector amid increasing demand. The ownership of its AI models and chips presents a significant profit potential. With advancements in autonomous technology through Waymo and prospects in quantum computing, Alphabet has a multitude of growth avenues ahead.
Before considering Nvidia stock, here are some points to keep in mind:
The Motley Fool Stock Advisor team has pinpointed what they consider the Best 10 stocks that investors can buy right now… and Nvidia isn’t one of them. These particular stocks hold potential for impressive returns in the coming years.
It’s worth noting that if you had invested $1,000 in Netflix when recommended, you would have around $580,171* today! In contrast, for Nvidia, a similar investment would now be valued at around $1,084,986*.
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*Stock Advisor returns as of November 24, 2025
There are positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Apple, and Nvidia.
2 tech stocks to buy and hold for the next 10 years Originally published by The Motley Fool
