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Alphabet Is Done Apologizing: Google’s AI Era Gets Very Real

Alphabet Is Done Apologizing: Google’s AI Era Gets Very Real

KAHROS Team

TL;DR

Quick Summary

  • Alphabet ends 2025 near record highs, with a roughly $3.8T market cap and a business still anchored in ad cash from Search and YouTube.
  • Google Cloud and AI infrastructure are becoming real growth engines, helping Alphabet move beyond its “just ads” label.
  • Moves like the $4.75B Intersect data center deal and ongoing Waymo experiments show Alphabet quietly building the physical and digital backbone of an AI-heavy internet.

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Alphabet’s 2025 Glow-Up: Google, AI and the New Infrastructure Play | KAHROS