Alphabet (NasdaqGS:GOOGL) subsidiaries Waymo and Isomorphic Labs are pursuing major new funding moves in autonomous driving and AI drug discovery. Waymo has lined up US$5b in debt financing to support an international expansion of its robotaxi operations outside the US. Isomorphic Labs is reported to be targeting a US$40b to US$50b valuation in its next capital raise focused on AI driven drug design. Waymo's US$5b financing and Isomorphic Labs' targeted US$40b to US$50b valuation merit weighing alongside the rest of our Alphabet work. We have also spotted 2 warning signs (2 major) worth knowing about at Alphabet. For readers who want more ideas around the picks and shovels behind AI, the next stop is 92 AI infrastructure stocks.
We show the main point publicly. Create a free account to continue reading the full article, save it, discuss it, and connect it with market and OSINT context.