Overview
- Alphabet reported 2025 revenue of $402.8 billion, up 15%, with operating income near $130 billion, a 32% margin, and earnings per share of $10.81, up 34%.
- The company guided 2026 capital spending to $175–$185 billion, topping expectations due to data center buildouts.
- Menlo Ventures estimates cited in the article put enterprise LLM share at roughly 40% for Anthropic Claude, 27% and declining for ChatGPT, and 21% and rising for Google Gemini.
- Anthropic is expanding use of Alphabet’s tensor processing units, which are developed with Broadcom and described as one of the few alternatives to Nvidia’s GPUs.
- Yahoo Finance’s analysis presents Alphabet as a leading AI investment case, arguing that scale and resources position it to endure potential market volatility.