Why Alphabet Will Likely Leapfrog Nvidia To Become World's Most Valuable Company (GOOG)
This article argues that Alphabet (GOOGL) is poised to surpass Nvidia (NVDA) as the most valuable company globally by the end of 2027, driven by its strong Q4 earnings, particularly in Google Search and Google Cloud, and its vast AI-monetization platform. The author contends that Nvidia's high-margin GPU market faces increasing competition, especially from Broadcom's XPUs and Google's own GPUs, giving Alphabet a superior long-term advantage. Despite the media's focus on Google's high cap-ex guidance, the author emphasizes the company's solid financial performance and strategic positioning in AI.
https://seekingalpha.com/article/4867162-why-alphabet-will-likely-leapfrog-nvidia-to-become-world-most-valuable-company