Alphabet posted 22% revenue growth and 81% net income growth in Q1, with Google Cloud expanding 63%. CEO Sundar Pichai told investors the company's advantage is that it 'owns the silicon' — both frontier AI models and custom Tensor Processing Units (specialized chips for AI workloads).
Google Cloud has started selling its custom Tensor Processing Units to select customers for installation in their own data centers, entering Nvidia's hardware market directly for the first time.
Polymarket traders price Nvidia at 70% to remain the world's largest company by end of June, with Alphabet at 28%. Options traders are pricing a 53% chance Alphabet's stock touches Nvidia's current market cap before May 15.
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