The global artificial intelligence (AI) data-center market is poised for significant growth, projected to soar from $236 billion in 2025 to $933 billion by 2030, reflecting a 31.6% CAGR. Alphabet’s Google is capitalizing on this trend with its Gemini platform, specifically through the Gemini 3 Flash release, which aims to enhance AI efficiency and scalability. Recent analyst upgrades, including Pivotal Research raising Alphabet’s price target to $400, bolster the stock’s bullish outlook, expecting further gains supported by Google Cloud expansion and robust free cash flow.
Alphabet recently reported a strong third-quarter performance, with a net income of $35 billion and earnings per share (EPS) of $2.87. Their strategic collaborations, including partnerships with the Pentagon and NextEra Energy, emphasize Google Cloud’s pivotal role in advancing AI technology and infrastructure. Analysts currently rate GOOGL as a “Strong Buy,” with anticipated EPS growth of approximately 31.6% for 2025. Long-term investors are encouraged to “buy on strength” amid promising growth indicators.
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