Alphabet achieves its first $100 billion revenue quarter with AI driving growth in Search, YouTube, and Google Cloud. Nvidia dominates AI landscape with 62% revenue growth in Q3, reaching $57 billion. Nvidia forecasts $65 billion in Q4 revenues, eyes $350 billion from Blackwell and Rubin system orders. Nvidia estimates $3-4 trillion AI infrastructure opportunity by 2030.

Alphabet’s Q3 revenues hit $102.3 billion, powered by AI technologies. Gemini app reaches 650 million users, queries grow threefold. Alphabet leverages AI with over 1.3 quadrillion monthly tokens processed. Alphabet’s AI infrastructure uses Nvidia GPUs alongside TPUs. Alphabet to launch 7th-gen Ironwood TPU soon.

Alphabet experiencing increased enterprise demand for AI models. Company in talks with Apple to license AI model for Siri at $1 billion annually. Google Cloud benefits from full-stack AI approach, with revenues up 34% YoY to $15.2 billion. Alphabet’s AI strategies driving growth in Search, YouTube, and Google Cloud.

Alphabet trades at 29.6x earnings, below Nvidia’s 44.3x P/E ratio. Alphabet operates 13 businesses with a run rate of over $1 billion. Management forecasts $91-$93 billion capex for 2025. Alphabet’s AI projects set to gain momentum with continued investments. Alphabet’s diverse revenue base, strong AI technologies, and attractive valuation position it for potential multiple expansion in 2026.

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