Is Google the Most Complete Platform?
Yes as Google builds the chips - TPUs, trains the models - Gemini, run the cloud - Google Cloud Platform and deploy the applications - Search and Workspace.
However the spending still needs more time to fully prove its return. While capacity utilisation is improving, rapid infrastructure scaling often runs into natural bottlenecks.
As a long term investor of Alphabet I believe that it has exponential growth ahead.
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- GabrielleSusanΒ·07-23 10:42TOP180B only works if cloud margins keep lifting too. Iβm bullish, but how fast can Gemini monetization really catch capex?1Report