Summary

• Alphabet is exceptionally positioned to benefit from AI, regardless of which models or platforms ultimately lead the industry.
• GOOG holds valuable stakes in AI leaders like Anthropic and SpaceX/xAI, while its TPUs are gaining traction as top inference chips among major tech players.
• Waymo's expansion and Alphabet's vast proprietary data offer additional monetization and competitive advantages as AI integration accelerates.
• Despite valuation concerns, GOOG's robust growth, diversified AI exposure, and industry leadership make it the premier investment in the AI sector.

Alphabet (GOOG)(GOOGL) kicked off the current era of AI by publishing research exploring transformers, the underlying concept powering large language models. The company’s Gemini models rank among the best, although they have generally

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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