Alphabet’s Gemini problem was never the risk that mattered
Cloud’s acceleration to 82% growth matters more than Google’s delayed AI model, and the market has been distracted.
Alphabet
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Alphabet Beats Forecasts as Google Cloud Surges 82% on AI Demand
Alphabet exceeded expectations as cloud growth accelerated, advertising strengthened and AI-driven demand boosted long-term contracts significantly.
EU set to fine Google billions for search bias
EU planning record billion euro fine against Google over search self-preferencing in historic Digital Markets Act enforcement action.
