Alphabet Inc. is attracting investors with its massive AI infrastructure investments. The company plans to expand compute capacity to 35 gigawatts by 2028.
Google Cloud Platform shows strong momentum, with projected 60% year-over-year revenue growth in 2026. The cloud business backlog accelerated to 82%.
The Gemini app has exceeded 650 million monthly active users, growing 45% quarter-over-quarter. This demonstrates strong product-market fit.
Key risks include competition from other hyperscalers and high capital expenditure. However, Alphabet's financial position remains robust with a 39.7% operating margin.
Analysts expect mid-teens EPS growth despite higher depreciation. The company's scale advantages in data and distribution provide competitive moats.
