"Alphabet has the most complete artificial intelligence (AI) tech stack of any company, which positions it to be an AI leader for many years to come. The company has developed one of the world's foremost large language models (LLMs) with Gemini, which it incorporated throughout its products, including Google Search, to both make them better and help drive revenue growth."
"As search and AI chatbots meld in general discovery, Alphabet is uniquely positioned by being able to offer traditional search and AI chatbot experiences within the same solution. Meanwhile, it has unmatched distribution through its ownership of the Android smartphone operating system and Chrome browser, as well as a search revenue-sharing deal with Apple. On top of that, Gemini is trained with Alphabet's own custom AI chips, which gives it a big cost advantage."
Alphabet leads in artificial intelligence with Gemini, a large language model integrated across products including Google Search to improve performance and drive revenue. Alphabet can combine traditional search and AI chatbot experiences within the same solution and benefits from unmatched distribution through Android, Chrome, and a search revenue-sharing deal with Apple. Gemini runs on Alphabet’s custom tensor processing units, giving a significant cost advantage and attracting cloud customers like Anthropic. Morgan Stanley projects massive TPU deployments and revenue per chip scale. Google Cloud revenue and operating income are accelerating, and Alphabet is expanding cloud security and monetization via acquisitions, YouTube, and Waymo.
Read at The Motley Fool
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