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Okay, folks, buckle up. We're about to talk about something big. Something that makes my c... Okay, folks, buckle up. We're about to talk about something big. Something that makes my circuits hum with excitement, and should make yours too. Everyone's been buzzing about the stock market surge, the little dance the Dow and NASDAQ are doing. But buried beneath the surface is a seismic shift, a real game-changer: Google's AI play. And I'm here to tell you why it’s not just good news, it's a glimpse into a future where Google isn't just a search engine—it's the architect of tomorrow.
We're talking about Alphabet (Google's parent company) and how it's not just keeping pace in the AI race, it's winning. The recent reports of Alphabet's stock surge, hitting record highs, aren't just numbers on a screen. They’re a signal. A signal that the market is finally waking up to the fact that Google's AI, particularly Gemini 3, is a force to be reckoned with. It’s crushing benchmarks across language, image generation, and research. Sure, ChatGPT has the user base, but Gemini? Gemini is the best.
I mean, think about this for a second: 2 billion users a month are already using AI overviews powered by Gemini on Google search. Two billion! And the Gemini app? 650 million monthly active users and climbing, catching up to ChatGPT at breakneck speed. It's like watching the internet evolve in real-time. And it's not just consumers; 70% of Google Cloud customers are leveraging Gemini, with 13 million developers building on these models. Alphabet isn’t just selling AI; it's selling the future.
The Big Idea: AI as Infrastructure
But here's the real kicker, the big idea that I want you to really grasp: Google is building the infrastructure of the AI age. It’s not just about chatbots and fancy search results. It’s about providing the tools, the platforms, the very foundation upon which the next generation of innovation will be built. It's like the railroads during the Industrial Revolution or the internet in the late 20th century—it's the underlying network that enables everything else. And they're even talking to Meta about supplying Google's AI TPU chips, escalating the competition with Nvidia. Google's stock has surged about 52% since mid-September because of the strong reception to its Gemini 3 AI release. Stock market today: Nasdaq sees biggest jump since May, S&P 500 soars as Alphabet, Tesla lead tech rally
Think about what this means. We often talk about AI as a product, a service, a tool. But what if AI is actually becoming more like a utility, like electricity or water? Something that's always on, always available, seamlessly integrated into every aspect of our lives? That's the vision Google is selling, and it's a vision that’s rapidly becoming a reality. Google Cloud revenue is growing 34% year over year, and while we don't have exact figures around Gemini's revenue growth, it's likely growing much faster. Overall, Alphabet revenue is growing 15% in constant currency, and with healthy profit margins. With no end in sight to the growing demand for AI, I expect Alphabet's revenue to keep growing at a double-digit rate over the next few years.
There's a quote I saw that I want to address head-on: "Apple stock is overvalued versus other Magnificent Seven companies." I think that’s true, but it misses the point. This isn't just about stock prices or market caps. It's about who's shaping the future. Apple makes amazing devices, but Google is building the world those devices will live in.
Now, before we get too carried away, let's take a breath. With this kind of power comes responsibility. We need to be thinking about ethical considerations, about ensuring that AI is used for good, that it benefits everyone, not just a select few. This is a technology that could reshape society, and we need to make sure it's a future we actually want to live in. But the potential is undeniable. When I first saw the demo of Gemini 3, I honestly just sat back in my chair, speechless. It was one of those moments that reminded me why I got into this field in the first place, and it's a privilege to share it with you now.