Alphabet (NASDAQ:GOOGL) may be hiding an AI infrastructure platform Wall Street still values like an advertising business. Its custom TPUs, Gemini models, and Cloud network could reduce outside hardware costs and create the conditions for a major rerating.
A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.