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Alphabet Set to Surpass NVIDIA in AI Market by 2026

12/23/2025

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Story summary
  • Alphabet Inc. is poised to overtake NVIDIA Corporation in the AI market by 2026.
  • NVIDIA Corporation currently leads the AI market, as its stock has surged nearly 1,000% in three years.
  • Alphabet's assets including Google, YouTube, and Google Cloud give it an edge as AI demand grows, with ads up 15% and Cloud up 34%.
  • Analysts expect Alphabet's earnings to grow about 16% annually.