Alphabet Is Building An AI Empire You'll Want To Be In

Grassroots Trading
1.82K Followers

Summary

  • Alphabet is entering a new era of high-margin growth by integrating Gemini AI into proprietary silicon and edge devices, creating recurring revenue streams.
  • The company's vertical integration, custom TPUs, and expanding ecosystem are locking in partners and driving durable, annuity-like cash flows, especially in robotics and cloud.
  • Despite rising CapEx, regulatory risks, and some product fragmentation, Alphabet's fortress balance sheet and dominant cash engines provide ample runway for continued investment.
Caucasian woman touching robot arm

Colin Anderson Productions pty ltd

Thesis

My research argues that Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) (TSX:GOOG:CA) is entering a new phase of durable, high-margin growth by relocating its AI horsepower from remote data centers to proprietary silicon at the network’s edge. Leveraging its dominance

This article was written by

1.82K Followers
I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.

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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