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Alphabet: Independence From NVIDIA Will Boost Future Growth

Source: SeekingAlpha

2026-06-05 06:30:05 ET

Introduction to the Investment Thesis

The extent to which the market was wrong about its fears of AI disrupting the Google search model are well documented. Since then, Alphabet Inc. ( GOOG ) has been on a tear, realizing record revenues and positioning itself to benefit fully from the AI revolution....

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Alphabet: Independence From NVIDIA Will Boost Future Growth
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