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Podcast: Australian Investors Podcast
Episode: Alphabet (GOOG) is the real winner of AI - here's why
Description: Alphabet (Google) is making its own chips. What kind? Why now? And could this make Alphabet - not NVIDIA - the ultimate winner in the AI race?
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith break down why Alphabet could be the big AI winner, dissect the ASX meltdown, and deliver a comprehensive fixed income masterclass.
While NVIDIA grabs headlines with another massive earnings beat, Alphabet's vertical integration strategy might be the smarter long-term play. By controlling the entire AI stack - from custom chips to Search, YouTube, and Cloud infrastructure - Google could...