Google can grab AI trade in a ‘winner take most’ scenario

Alphabet’s Google (GOOG, GOOGL) has been gaining momentum as a serious AI contender, as users flock to the Gemini 3 chatbot and headlines that Meta Platforms (META) is looking to buy billions of dollars worth of semiconductor chips from Google.

RBC Capital Markets Equity Analyst Brad Erickson illustrates the potential for Google to grab a portion of the artificial intelligence ecosystem in a “winner-take-most” type of scenario.

Also catch Brad Erickson weigh in on reports that Meta will be reducing its Metaverse budget.