$谷歌-C(GOOG.US)AI Is the Biggest Structural Tailwind

Alphabet is one of the top 3 AI companies globally (with Microsoft & Nvidia).

Key assets:

• Gemini AI models

• DeepMind

• Google Cloud AI

• Search dominance

Cloud alone is growing 25-30% YoY, and margins are improving rapidly. #TradeShowcase @Bridge Buzz SG