Now, CoreWeave (CRWV +0.85%). A rather flashy fellow, isn’t he? All puffed up with importance since its arrival, boasting about renting out space for these… artificial intelligences. A clever trick, certainly, if you can get away with it. And Nvidia, that enormous, slightly unsettling giant, seems to approve, having stuffed a few shares its pockets. The whole thing has caused a terrible kerfuffle, headlines screaming and flashing like a distracted firefly.
But here’s a secret, a little whisper for those who listen closely: all this shouting doesn’t necessarily mean it’s the fastest horse in the race. There’s another contender, a much larger, quieter beast, that might just leave CoreWeave choking on its dust. And that, my friends, is Alphabet (GOOG 2.27%) (GOOGL 2.01).
A Proper, Grown-Up Cloud
Alphabet isn’t some upstart, you see. It’s been building its cloud – a proper, grown-up one – since 2008. While CoreWeave is fussing about AI, Alphabet sells the whole shebang – AI and everything else. A sensible approach, wouldn’t you agree? It means they get a slice of the AI pie, of course, but also continue to fill their coffers from all sorts of other customers. A much safer bet, like keeping a few extra biscuits hidden away for a rainy day.
Companies already relying on Google Cloud – and there are a great many – might just turn to it for their AI needs as well. It’s logical, isn’t it? Like asking your baker for a cake instead of a stranger on the street. And this has already begun, with Google Cloud revenues soaring like a particularly enthusiastic pigeon. In the latest quarter, they shot up 48% to a whopping $17 billion, fueled by this demand for AI infrastructure. A rather impressive sight, even for a seasoned observer like myself.
From Gemini to Gizmos
Alphabet isn’t just using AI, mind you. They’re making it. From the rather clever Gemini – a large language model, they call it – to their own in-house designed chips, they’re serving up all sorts of digital delicacies to their cloud customers. But it doesn’t stop there. This AI is also giving a rather significant boost to their main money-spinner: Google Search. You see, Gemini is improving search results, keeping us all happily clicking away, and streamlining the advertising process. This means advertisers might be tempted to spend a little more on Google ads. A rather cunning plan, wouldn’t you say?
Now, let’s talk numbers. CoreWeave has zoomed up about 100% over the past year, a rather spirited dash. Alphabet, meanwhile, has advanced about 85%. Both have done rather well, I must admit. But Alphabet, with its broad cloud business and the sheer power of Google Search, is a revenue machine that looks… well, unstoppable, really. Like a particularly determined steamroller.
For this reason, Alphabet might just outperform CoreWeave over the long run – even if CoreWeave continues to grab all the headlines. It’s a bit like a quietly efficient tortoise versus a flashy, but ultimately breathless, hare. And we all know how that story ends, don’t we?
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2026-03-22 18:12