A Rising Competitor: A Stock Poised to Surpass Nvidia by 2026

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Key Facts

Alphabet reported its first-ever revenue exceeding $100 billion, reaching $102.3 billion for Q3 of fiscal 2025, a 16% increase year-over-year. This milestone is attributed to the significant impact of AI technologies across its Search, YouTube, and Google Cloud divisions.

In addition, Alphabet’s Gemini app recorded 650 million monthly active users by the end of Q3, showing a threefold increase in total queries from the previous quarter. The company processed over 1.3 quadrillion monthly tokens, which indicates a remarkable 20x year-over-year growth.

Alphabet’s Google Cloud also showed robust growth, with revenues up 34% year-over-year to $15.2 billion, and a backlog of $155 billion, signaling strong future revenue visibility. The organization operates 13 product lines with an annual run rate exceeding $1 billion each.

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