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Alphabet Surges 160% in One Year — Briefly Overtakes NVIDIA, Nears World's Largest Company at $4.8T
Alphabet briefly passed NVIDIA by market cap in after-hours trading, reaching $4.8 trillion — a stunning reversal for a company that was widely seen as the biggest AI loser two years ago. Google Cloud revenue surged 63% YoY to $20.03B with backlog nearly doubling to $462B. JPMorgan named it their 'top overall pick' in tech. The thesis: Alphabet owns the full AI stack — Gemini models, TPU chips, Cloud compute, and distribution via Search/YouTube/Android touching billions of users. Full-year capex guidance of $180-190B reflects the scale of infrastructure buildout.
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