Alphabet Rises to $339.88 as Investors Reassess Slower AI Development Risks
Updated
Updated · Yahoo Finance · Sep 14
Alphabet Rises to $339.88 as Investors Reassess Slower AI Development Risks
3 articles · Updated · Yahoo Finance · Sep 14
Summary
Alphabet shares were highlighted Monday as investors looked for companies that could better withstand a slowdown in AI development, with the stock at $339.88.
An 82% jump in second-quarter Google Cloud revenue to $24.77 billion supports that view, but the key question is whether demand shifts from model training to inference can keep its AI infrastructure fully utilized.
Google’s TPU lineup underscores that split: TPU 8t targets large-scale training, while TPU 8i is geared to inference and reinforcement learning, creating different revenue streams if bigger-model projects pause.
A 33.97% premium to GuruFocus’s $253.70 GF Value estimate suggests investors already price in strong execution, leaving less room for disappointment if delayed training contracts are not offset by usage growth.