In 2025, Alphabet (NASDAQ: GOOGL) has surged ahead of the broader market and its AI competitors, overcoming initial concerns about rising competition and regulatory issues. The company’s stock has soared 70% year-to-date, fueled by strong execution and recent endorsements, including from Berkshire Hathaway. The launch of Google’s Gemini 3 has solidified its AI leadership, outperforming competitors like NVIDIA and drawing praise across Silicon Valley. Analysts emphasize the competitive edge provided by Gemini 3’s in-house TPU chips. Reports suggest that Google’s TPUs may soon be available for on-premise use, with companies like Meta exploring significant deals. Strong earnings across Search, YouTube, Cloud, and subscription services have further bolstered investor confidence, positioning Alphabet for sustained growth into 2026. With positive momentum continuing, Alphabet is set not just to join, but to lead the AI race. For investors, staying informed about these developments is crucial to capturing future gains.
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