Alphabet (Google) is developing its own AI chips (TPUs) and cloud infrastructure, reducing reliance on Nvidia's GPUs, which it still buys in large amounts. Google Cloud revenue surged 82%, while Nvidia's data center revenue grew 105.8%, driven by demand for complete AI systems. Alphabet's in-house chips could limit Nvidia's future growth but won't significantly impact current Nvidia sales due to supply constraints. Nvidia maintains stronger cash flow and higher valuation, while Alphabet invests heavily to build its AI stack. The competition is real but expected to evolve gradually.
Alphabet shares are trading at USD 341.28 with a 0.90% gain as of Oct 02, 2026 19:52 WIB on Pluang. Nvidia's stock price is USD 235.75, hitting its 52-week high, and up 2.12% on the same date. Pluang data shows Nvidia's market cap at $5.57 trillion, surpassing Alphabet's $4.12 trillion, highlighting Nvidia's strong valuation despite Alphabet's AI investments.
Amazon and Alphabet reported massive unrealized gains from their stakes in AI company Anthropic in Q2, with Amazon booking $53.4 billion and Alphabet $99 billion. Anthropic plans to go public in late 2026, which could set a new valuation for both com...
Alphabet is investing heavily in AI infrastructure, driving revenue growth but causing negative free cash flow and halted buybacks. Despite these challenges, analysts see about 27% upside with a base-case projection turning a $10,000 investment today...
Despite a 16% pullback from May highs, Google stock remains up over 7% in 2026. JPMorgan and four other major Wall Street analysts have set 'Buy' ratings with price targets above $400, anticipating an average 26.5% gain in the next year. The optimism...
Microsoft, Apple, and Google are expected to dominate the AI market with major investments in cloud computing and AI infrastructure. Their upcoming Q3 earnings reports will reveal how much they plan to increase capital expenditures in 2027, potential...
Meta's free AI agent, Muse, has surpassed 5 million downloads within three weeks, leveraging Meta's 3.6 billion daily active users to offer wide accessibility. In contrast, Google's AI agent, Spark, remains behind a paywall with 950 million monthly u...
