Description
Google’s Bold AI Leap: Gemini 3 Gains, Surging Profits, and Meta’s Billion-Dollar TPU Bet!
Alphabet Inc. is redefining the AI race. In just one year, the company has turned investor fears of regulatory pressure and AI disruption into an explosive rally, with nearly 90% stock gains driven equally by earnings growth and multiple expansion. At the core of this resurgence lies the successful launch of Gemini 3—Alphabet’s newest large language model featuring advanced tools like Deep Think and generative interfaces—alongside four consecutive earnings beats and an unprecedented operating margin expansion. Now, the company is entering a new battlefield: AI chips. With Meta reportedly planning to spend billions deploying Google’s custom TPUs (Tensor Processing Units) across its data centers from 2027, Alphabet is not just selling cloud capacity, but moving its semiconductors directly into client infrastructure, targeting Nvidia’s grip on AI hardware.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
Want unlimited access to our reports? Purchase our $99 annual subscription!
