18 months ago, Google looked like it had missed the AI revolution. Now, Alphabet's stock is up 140% over the past year and Wall Street is betting it's one of the few companies positioned to profit from every layer of the generative AI boom. From Gemini to Google Cloud to its custom TPU chips, the company controls more of the AI stack than almost any of its rivals. This week's Google I/O is the next big test — investors want to see whether that confidence is backed by a real product roadmap. CNBC's MacKenzie Sigalos explains how Alphabet became the AI race’s unlikely frontrunner.
Chapters:
0:00 Introduction
2:40 Chapter 1 - Google’s AI comeback
4:55 Chapter 2 - Monetizing AI
9:29 Chapter 3 - Google’s AI future
Reporter: MacKenzie Sigalos
Produced and Edited by: Andrew Evers
Additional Editing: Matt Soto
Senior Director of Video: Jeniece Pettitt
Animations: Jason Reginato, Christina Locopo, Emily Park
Additional Footage: Getty Images, Google
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How Google Quietly Became An AI Powerhouse
Chapters:
0:00 Introduction
2:40 Chapter 1 - Google’s AI comeback
4:55 Chapter 2 - Monetizing AI
9:29 Chapter 3 - Google’s AI future
Reporter: MacKenzie Sigalos
Produced and Edited by: Andrew Evers
Additional Editing: Matt Soto
Senior Director of Video: Jeniece Pettitt
Animations: Jason Reginato, Christina Locopo, Emily Park
Additional Footage: Getty Images, Google
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.
Want to get ahead at work? Then you need to learn how to make effective small talk. In CNBC’s new online course, How To Talk To People At Work, expert instructors teach you how to use everyday conversation to gain visibility, build meaningful relationships and advance your career. Sign up now: https://cnb.cx/4sGlSkh
Connect with CNBC News Online
Get the latest news: https://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC
#CNBC
How Google Quietly Became An AI Powerhouse