Google keeping its place atop the AI rankings might mean doing something it’s resisting

Google has had a great run since its last earnings report. Can it last?

That’s the big question ahead of the tech giant’s earnings report this afternoon. BI’s Hugh Langley, our resident Google expert, breaks down what you need to look out for in the numbers and on the call.

Google has been on a three-month tear since its last check-in, launching Gemini 3 to much fanfare and joining the $4 trillion market-cap club. The string of successes put it at the front of the highly competitive AI race.

(A quick aside on these arbitrary rankings. You could argue Nvidia’s the biggest winner of the AI race, but it’s really in its own bucket. I’m talking about companies with competing chatbots. No further questions at this time.)

But here’s the thing about the AI race. It’s highly volatile. One quarter, you’re the belle of the ball; the next, you can’t even get your texts returned. Just ask Meta and Microsoft.

…