Artificial intelligence (AI) no longer looks like a big risk for Alphabet, but instead a massive opportunity.
Microsoft's Azure has been the fastest grower of the big three cloud computing companies. Alphabet has a cost advantage with its custom AI chips that should become more evident starting next year.
Alphabet is at a crossroads, and Gemini could be the answer to its future. Alphabet's answer is Gemini, a unified family of AI models built to power everything from Google Search to YouTube, Android, ...