$Alphabet(GOOG)$ I see strong potential in its AI and cloud strategy. While Alphabet has been heavily investing in AI infrastructure, these expenditures are not just for its Gemini generative AI model but also serve a broader purpose. By renting out its advanced computing power through Google Cloud to a growing client base, Alphabet generates substantial revenue that helps offset these costly buildouts. This dual approach strengthens both its AI capabilities and profitability, positioning the company for sustainable growth in the expanding AI-driven economy.
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- FrankRebecca·2025-10-21Your analysis is spot onLikeReport