Alphabet AI Chips, Gemini Model Position It to Rival Nvidia

Watch Alphabet AI Chips, Gemini Model Position It to Rival Nvidia - Bloomberg on Dailymotion

Transcript

00:00Alphabet, the parent company of Google, is shaking things up among the world's most valuable companies

00:04and it all comes down to AI, to chips, and to a potential competitive threat to NVIDIA.

00:10Talking about Google's stock price, it has already up a trillion dollars in terms of market capitalization since mid-October

00:15and it's let-frogged Microsoft to become the world's third most valuable company.

00:20Now we see a recognition of strong earnings, of strong large language model.

00:24Gemini 3 has rave reviews, but a recognition of the strength of its in-house chips,

00:28TPUs, that help train its models.

00:31Now they're accessible through Google Cloud, but there's reports that Meta wants access to the chips themselves

00:36using their data centers as soon as 2027.

00:39We've got share prices being pushed higher for Alphabet and maybe questioned for NVIDIA.

00:45Its valuation has come down.

00:47In fact, you're seeing its stock price trade at a valuation of 26 times future earnings,

00:52whereas Alphabet trades at 27 times future earnings.

00:55How long will this sentiment shift?

00:56How much could we see the landscape change in leadership when it comes to AI and semiconductors?