Nvidia built the AI engine. Alphabet is building the car, the road, and the toll booth. The market is pricing accordingly.‎

On Thursday, Alphabet’s share price rose nearly 10 per cent after the company reported first-quarter revenue of $109.9 billion, a 22 per cent increase year over year that beat analyst estimates by almost $3 billion. Google Cloud crossed $20 billion in quarterly revenue for the first time, growing 63 per cent. The cloud backlog nearly […] This story continues at The Next Web