Переклад ще не готовий. Показано оригінал статті.
This article first appeared on GuruFocus. Alphabet's (NASDAQ:GOOGL) investment portfolio remains heavily concentrated in SpaceX, but its latest filing points to a new interest in the mobile AI market through a $548 million purchase of Qualcomm shares. The Qualcomm position adds a new dimension to Alphabet's investment activity as Google works with the chipmaker to bring Gemini AI features to Snapdragon-based devices. The collaboration could help Google distribute its AI technology across a wider range of Android hardware. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Is GOOGL fairly valued? Test your thesis with our free DCF calculator.GOOGL GF Value chart SpaceX, however, continues to dominate Alphabet's disclosed equity investments.
Головну думку ми показуємо публічно. Створіть безкоштовний акаунт, щоб читати повну статтю, зберігати її, обговорювати та поєднувати з ринковим і OSINT-контекстом.
