Three AI-linked stocks showing strong growth: Alphabet's Gemini processes over 16 tokens per minute with 60% sequential growth, Silicon Motion Technology reports 23% sequential and 105% year-over-year revenue growth in Q1, and Marvell Technology generates record $2.22 billion revenue in fiscal 2026 Q4.

Alphabet's Google Cloud segment grew 63% year over year in Q1, driven by AI enterprise demand. Gemini is processing more than 16 tokens per minute (60% sequential growth). Waymo, Alphabet's autonomous driving unit, has expanded to over 500,000 fully autonomous rides per week.

Silicon Motion Technology produces NAND flash controllers for memory chips and posted 23% sequential revenue growth and 105% year-over-year growth in Q1. The company issued Q2 guidance implying up to 107% year-over-year revenue growth.

Marvell Technology makes optical components and ASIC chips for data center infrastructure. The company reported $2.22 billion revenue in fiscal 2026 Q4 (22% year-over-year growth) and fiscal 2027 Q1 guidance of $2.4 billion in revenue, representing 8% sequential improvement.