John Furrier and Dave Vellante discuss how AI is boosting Google's market value, Alphabet's $4T market value, Nvidia's ongoing dominance over the AI market and AI's impact on the retail sector on the latest episode of theCUBE Pod.AI play_arrow

    On theCUBE Pod: Alphabet hits $4T, Nvidia rules AI factories and retail embraces agents

    The new year opened with a flurry of AI news: Google LLC parent company Alphabet Inc. hit $4 trillion in market capitalization, and Nvidia Corp. cemented its dominance in the AI factory business. Alphabet’s growth can be attributed to Google’s aggressive AI strategy. The company made a deal with Apple ...

    BY DEVONY HOF - 59 MINS AGO

    AI

    On theCUBE Pod: Alphabet hits $4T, Nvidia rules AI factories and retail embraces agents

    BY DEVONY HOF - 59 MINS AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      BIG DATA

      2026 data predictions: Scaling AI agents via contextual intelligence

      More than eight years into the modern era of artificial intelligence, the industry has moved past the awe of generative AI 1.0. The novelty is gone and in its place is scrutiny. Enterprises are less impressed by demos and more impatient about outcomes. Market watchers are increasingly skeptical about vague ...

      BREAKING ANALYSIS BY DAVE VELLANTE - 2 DAYS AGO

      BIG DATA

      2026 data predictions: Scaling AI agents via contextual intelligence

      BREAKING ANALYSIS BY DAVE VELLANTE - 2 DAYS AGO

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