AI Infrastructure EndorsementOpenAI's use of TPUs is a key endorsement of Google's tech infrastructure capabilities, highlighting its leading position within the ASIC ecosystem.
Cloud Business GrowthRising developer familiarity and increased adoption of TPUs by companies outside of Google could drive further growth for Google's Cloud business.
Non-Search Segment PotentialGoogle's non-Search segments like Cloud, YouTube, and Waymo are underappreciated, and their growth could drive stock appreciation even if core search slows.