GOOG stock looks like an attractive AI play, and a lot of investors are underestimating how much Gemini can boost the stock.
15h
Alphabet's 'Ironwood' Singularity And The Inevitability Of The Zero-Marginal-Cost Compute Flywheel
Alphabet delivers an integrated AI stack with TPUs, data scale, and near-zero inference costs, plus targets and key risks.
Alphabet’s AI-driven Google Cloud has transformed from a loss-making unit into a high-margin, cash-generating growth engine.
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