18 months ago, Google looked like it had missed the AI revolution. Now, Alphabet's stock is up 140% over the past year and Wall Street is betting it's one of the few companies positioned to profit from every layer of the generative AI boom. From Gemini to Google Cloud to its custom TPU chips, the company controls more of the AI stack than almost any of its rivals. This week's Google I/O is the next big test — investors want to see whether that confidence is backed by a real product roadmap. CNBC's MacKenzie Sigalos explains how Alphabet became the AI race’s unlikely frontrunner. Chapters: 0:00 Introduction 2:40 Chapter 1 - Google’s AI comeback 4:55 Chapter 2 - Monetizing AI 9:29 Chapter 3 - Google’s AI future Reporter: MacKenzie Sigalos Produced and Edited by: Andrew Evers Additional Editing: Matt Soto Senior Director of Video: Jeniece Pettitt Animations: Jason Reginato, Christina Locopo, Emily Park Additional Footage: Getty Images, Google » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh Connect with CNBC News Online Get the latest news: https://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC on Threads: https://cnb.cx/threads Follow CNBC News on X: https://cnb.cx/FollowCNBC Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC #CNBC How Google Quietly Became An AI Powerhouse
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a 14 minute "Google's comeback" video that omits Apple licensing Gemini for Siri with the billions of iPhone owners worldwide. Jeez louise.
Nice information ❤❤ Alphabet booming ❤💵💵
Sundar pichai is the best
Why is Munster such a Moron? SpaceX-Soyboy.
Time to sell?
Google is just getting started, it will most valuable compary ever
There is only one chance to lead the world: achieving SuperIntelligence (SI) level first. Right now, nobody has reached it yet. The global race is still accelerating toward the SuperIntelligence era. .ai = Artificial Intelligence .agi = Artificial General Intelligence .si = SuperIntelligence AI → AGI → SI
It was just a matter of time before Alphabet beats everyone at AI.
This guy must have a lot of private shares in SpaceX to say something like that.
Google is huge AI❤
Pichi is low key but gets the job done.
Google won
All the comments about “SpaceX?” Lol… don’t you know Anthropic’s Claude is surpassing OpenAI in corporate users, and Anthropic doesn’t have infrastructure (hardware), so they bend the knee to Musk and are relying on Musk’s SpaceX infrastructure (based on Earth and space).
Google ahead? lol Claude is the only ai I use.
That's funny because Gemini is awful
Ace Pentacles 420
It's not ahead. It's in 3rd place.
When I was, a young boy...
Propaganda outlet. 😡
Google just destroyed the Anti-Gravity IDE, they just made a huge AI blunder 🤬🤬🤬🤬🤬🤬