Will Google Pass Nvidia in 2026 as the World's Biggest Company?

"The stock market is quickly waking up to the fact that is the leading AI software company today. It has overtaken and is less than $200 billion away from overtaking as the world's second-largest company. Overtaking the AI hardware leader, will take a bit more work, as it has a $755 billion lead over Google. Fortuitously for Google, that number is a drop in the bucket these days for Wall Street."

"There are still some bears who believe that Google will lose out in the end due to AI "replacing" the search engine business, but a lot is going wrong with that argument. Even Nvidia may get competition from Google, as the company has begun breaking into the AI hardware industry and is landing deals. Let's take a look at whether or not all this momentum will translate into Alphabet becoming the biggest company in 2026. Google is firing on all cylinders"

"Google was supposed to "die" after Microsoft integrated its Bing search engine with ChatGPT. The issue was that people never ended up ditching Google. ChatGPT was never a 1:1 replacement for what Google offered, and AI could never provide the same reliability that a direct search can. Then, Alphaebt began to beat both OpenAI and Microsoft at their own game. Its initial AI "Bard" rollout was rushed and disappointing, but Google has made outstanding progress since. OpenAI is now in " " mode after the Gemini 3 Pro was released and promptly took over the leaderboards."

Google is rapidly emerging as the leading AI software company and is within about $200 billion of becoming the world's second-largest company. Overtaking the AI hardware leader requires more effort because of an approximately $755 billion gap. Some investors worry that AI will replace the search engine business, but users have continued using Google after Bing's integration with ChatGPT and AI has not matched direct-search reliability. Bard's initial rollout underperformed but Google has made substantial improvements and Gemini 3 Pro has led benchmarks. Google holds four of the top ten LLMArena models, excels in image and text-to-video models, and is entering AI hardware while managing costs.

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