By Douglas A. McIntyre
Publication Date: 2026-05-11 13:33:00
© Public Domain / Wikimedia Commons
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion. However, Nvidia’s market cap is up 16% this year. Alphabet’s is up 26%. And, Nvidia’s stock has jumped around recently, with a sell-off in early May. What has become clear is that Alphabet has multiple highly profitable businesses that help it immensely. NVIDIA is a one-legged stroll, as the near-term future of AI has started to be questioned.
Alphabet’s Gemini has started to challenge OpenAI in both personal and enterprise use. Anderson Horowitz puts Gemini downloads closer to ChatGPT. Each is well ahead of DeepSeek, Grok, and Claude. One reason is the Google distribution system.
Gemini has been built into Google Search and other products, including Gmail. There are 14 billion Google searches per day. About 1.8 billion people have active Gmail accounts.
Google’s search business is the world’s largest. Google’s search revenue last year was $82 billion. YouTube’s total was $11.3 billion (it is part of the Google total, but leads the world in video views)
“Alphabet holds a significant spot in almost every corner of the AI ecosystem, and the combination of everything it offers puts it in a prime position to be the biggest winner of AI,” Mr. Luke O’Neill recently said. He is the chief investment…
