Whalesbook
Toh suno, Alphabet ne AI ki duniya mein ek dhamakedaar move mara hai. Unhone AI company Anthropic mein 40 Billion Dollars laga diye hain. Yeh deal Alphabet aur Anthropic ke beech ki existing partnership ko aur bhi gehra kar degi. Kuch time pehle bhi Alphabet ne ismein paisa lagaya tha, around 14% stake liya tha.
Yeh sab ho raha hai kyunki AI sector mein paisa paagal kar dene wale rates se aa raha hai. Sirf is saal ke pehle 3 mahine mein hi AI startups ko 242 Billion Dollars se zyada funding mili hai. Matlab, AI ka competition ekdum next level pe hai.
Alphabet (GOOGL) ke shares abhi lagbhag $338.89 ke aas-paas chal rahe hain. Unka P/E ratio 31.06 hai, jo unke average se thoda zyada hai, par analysts abhi bhi positive hain aur target $330 se $400 de rahe hain.
Aur yeh sirf Alphabet nahi kar raha hai. Baaki bade players bhi AI mein maal laga rahe hain. Amazon ne toh 33 Billion Dollars tak ka commit kiya hai, aur 25 Billion Dollars ka naya deal kiya hai. Microsoft ne bhi OpenAI mein 13 Billion Dollars se zyada lagaye hain aur Anthropic mein 5 Billion Dollars ki investment ki hai. Meta bhi Scale AI mein 15 Billion Dollars laga chuka hai. Isi wajah se Anthropic ka valuation ab 380 Billion Dollars ho gaya hai.
Lekin, AI mein itna paisa lagane ke baad bhi market mein thoda caution hai. Q1 2026 mein AI companies ke stocks 37% tak gir gaye. Ab investors sirf AI ke promises nahi, balki actual profits bhi dekh rahe hain.
Alphabet ka yeh 40 Billion Dollars ka investment risky ho sakta hai. Unka P/E ratio already high hai, matlab future growth stock mein pehle se hi priced in hai. Agar results nahi aaye toh problem ho sakti hai. Aur pehle bhi Gemini launch mein jaldbazi aur AI Overviews mein galat information dene jaise issues ho chuke hain. Alphabet ko yeh sab manage karna hoga ki yeh paisa sahi se use ho aur profit bhi aaye.
Alphabet ka yeh move dikhata hai ki woh AI ko apne future ka main part maan rahe hain. Ab dekhte hain ki yeh 40 Billion Dollars ki investment unke liye kitni faaydemand sabith hoti hai aur woh is race mein kaise jeet paate hain.