GOOGLE INTRODUCES SERVERLESS SOLUTION FOR HIGH-END INFERENCE WITH NVIDIA RTX PRO 6000 BLACKWELL SERVER EDITION GPU SUPPORT ON CLOUD RUN
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy GOOGL?
Source: moomoo
Google's New Offering: Google is introducing a serverless experience aimed at high-end inference tasks, enhancing its cloud services.
Support for NVIDIA Hardware: The new service will support NVIDIA's RTX Pro 6000 Blackwell server edition, optimizing performance for advanced computing needs.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 332.910
Low
305.00
Averages
374.25
High
400.00
Current: 332.910
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Market Volatility and AI Outlook Analysis
- Earnings Season Outlook: As Q1 concludes, the market enters earnings season, with analysts focusing on company guidance amidst geopolitical turmoil and oil price fluctuations, which may lead firms to adjust or withdraw guidance, impacting investor confidence.
- AI Infrastructure Investment: Predictions indicate that capital expenditures from the four major hyperscalers could reach $650-$700 billion in 2026; however, power and water constraints may delay or cancel data center constructions, affecting growth potential in AI-related businesses.
- SaaS Industry Prospects: Analysts express caution regarding the future of the SaaS sector, monitoring revenue growth and margin changes, particularly as economic uncertainties may prompt companies to reduce investments, putting pressure on market valuations.
- Meta's AI Developments: Meta announced a $21 billion infrastructure deal with CoreWeave, and while its AI model has excelled in various benchmarks, the challenge remains in monetizing it effectively, especially when compared to competitors like Google and Microsoft.
See More
Market Turbulence and AI Investment Outlook
- Market Volatility Analysis: As Q1 concludes, the market faces challenges from the resumption of the Iran war and rising oil prices, with analysts predicting that companies may issue cautious guidance in the upcoming earnings season, potentially impacting investor confidence.
- AI Infrastructure Spending: The top four cloud companies are expected to allocate $650-$700 billion for capital expenditures in 2026, although power supply constraints may delay or cancel data center construction, affecting the long-term growth potential of the AI sector.
- Software Industry Outlook: Analysts are closely monitoring the SaaS sector, particularly as revenue growth slows and margin compression occurs, which could undermine investor confidence in related companies amid increasing economic uncertainty.
- Stock Buyback Trends: In light of an unclear economic outlook, companies may reduce stock buybacks, reflecting management's cautious stance on future prospects, which could influence market perceptions of these firms in the long run.
See More
Declining AI Sentiment in the U.S. Poses Risks for Tech Giants
- Declining AI Enthusiasm: Public sentiment towards artificial intelligence in the U.S. is waning, with a recent NBC News survey indicating that 57% of registered voters believe the risks of AI outweigh its benefits, posing a significant threat to companies like OpenAI and Anthropic that are preparing for IPOs and may impact their market valuations.
- Safety Incident Impact: OpenAI CEO Sam Altman was targeted in a hate-motivated arson attack at his San Francisco home, with the suspect facing multiple charges including attempted murder, highlighting the intense public backlash against AI technology and potentially exacerbating negative sentiments towards the tech industry.
- Data Center Construction Delays: Despite tech giants committing approximately $700 billion to build data centers in the U.S., a report predicts that at least $156 billion in data center projects will be blocked or delayed by local opposition by 2025, which could directly hinder the advancement of AI models.
- Increased IPO Risks: OpenAI's valuation is heavily reliant on the successful construction of data centers, and political sentiment may weigh on potential investors' confidence; CFO Sarah Friar noted the company's intention to reserve a portion of its IPO for individual investors to enhance consumer brand engagement.
See More
Public Sentiment Turns Negative on AI, Impacting OpenAI and Anthropic
- Negative Public Sentiment: A recent NBC News survey indicates that 57% of registered voters believe the risks of AI outweigh its benefits, which poses significant implications for OpenAI and Anthropic as they prepare for public offerings, potentially affecting their valuations and investor confidence.
- Attack Incident Raises Concerns: OpenAI CEO Sam Altman's home was targeted last week, with the assailant throwing a Molotov cocktail motivated by hatred for AI technology, an event that not only heightens public anxiety about AI but also challenges the societal acceptance of such technologies.
- Data Center Projects Blocked: According to Data Center Watch, at least $156 billion in data center projects are expected to be canceled or delayed by 2025 due to local opposition, which directly impacts the infrastructure necessary for AI technologies and subsequently affects the strategic development of related companies.
- Increased IPO Risks: OpenAI plans to reserve a portion of its IPO for individual investors, but the deteriorating political sentiment may undermine potential shareholders' confidence, particularly as the construction of data centers is viewed as a strategic advantage for the company.
See More
Analysis of SaaS Companies' Prospects Amid AI Disruption
- Market Panic Intensifies: SaaS companies are experiencing severe market panic, as evidenced by the iShares Expanded Tech-Software Sector ETF (IGV) dropping over 30% in the past six months, compared to a mere 9% decline in the NASDAQ, indicating a significant loss of investor confidence in SaaS stocks.
- Chegg's Collapse: The online homework help platform Chegg has seen its stock plummet over 99% since its peak in 2021, as its core product has been replaced by free AI tools like ChatGPT, leading to a 40% year-over-year revenue decline, highlighting the tangible threat AI poses to certain SaaS companies.
- HubSpot and Constellation's Dilemma: Despite HubSpot and Constellation Software achieving all-time highs in revenue and free cash flow, their valuations have plummeted, with HubSpot trading at a mere 4 times sales and Constellation at 3 times, reflecting a pessimistic outlook from the market regarding their futures.
- AI as a Double-Edged Sword: While AI poses a threat to SaaS companies, some experts believe it could also serve as an advantage, particularly for firms like ServiceNow and Cadence, which may leverage AI effectively to gain a competitive edge in the evolving market landscape.
See More
Top Five AI Stocks to Consider Now
- Quality Investment Picks: Nvidia and Broadcom are top investment choices, with market caps of $1.8 trillion and $4 trillion respectively, both profiting from AI development and expected to continue benefiting from rising AI demand.
- Cloud Computing Giants: Microsoft and Alphabet are well-positioned through their cloud platforms, Azure and Google Cloud, to generate sustained cash flows as AI usage increases, with market values of $4 trillion and $3.4 trillion respectively.
- High Risk, High Reward: Nebius represents a high-risk but potentially high-reward stock, expecting its annual run rate to soar from $1.25 billion at the end of 2025 to between $7 billion and $9 billion, reflecting strong market demand.
- Technological Partnership Advantage: Nebius's collaboration with Nvidia focuses on GPU-based AI computing, and if its business model succeeds, it could become the top performer in the sector, further enhancing its market share.
See More
Market Volatility and AI Outlook Analysis
- Earnings Season Outlook: As Q1 concludes, the market enters earnings season, with analysts focusing on company guidance amidst geopolitical turmoil and oil price fluctuations, which may lead firms to adjust or withdraw guidance, impacting investor confidence.
- AI Infrastructure Investment: Predictions indicate that capital expenditures from the four major hyperscalers could reach $650-$700 billion in 2026; however, power and water constraints may delay or cancel data center constructions, affecting growth potential in AI-related businesses.
- SaaS Industry Prospects: Analysts express caution regarding the future of the SaaS sector, monitoring revenue growth and margin changes, particularly as economic uncertainties may prompt companies to reduce investments, putting pressure on market valuations.
- Meta's AI Developments: Meta announced a $21 billion infrastructure deal with CoreWeave, and while its AI model has excelled in various benchmarks, the challenge remains in monetizing it effectively, especially when compared to competitors like Google and Microsoft.
See More
Market Turbulence and AI Investment Outlook
- Market Volatility Analysis: As Q1 concludes, the market faces challenges from the resumption of the Iran war and rising oil prices, with analysts predicting that companies may issue cautious guidance in the upcoming earnings season, potentially impacting investor confidence.
- AI Infrastructure Spending: The top four cloud companies are expected to allocate $650-$700 billion for capital expenditures in 2026, although power supply constraints may delay or cancel data center construction, affecting the long-term growth potential of the AI sector.
- Software Industry Outlook: Analysts are closely monitoring the SaaS sector, particularly as revenue growth slows and margin compression occurs, which could undermine investor confidence in related companies amid increasing economic uncertainty.
- Stock Buyback Trends: In light of an unclear economic outlook, companies may reduce stock buybacks, reflecting management's cautious stance on future prospects, which could influence market perceptions of these firms in the long run.
See More
Declining AI Sentiment in the U.S. Poses Risks for Tech Giants
- Declining AI Enthusiasm: Public sentiment towards artificial intelligence in the U.S. is waning, with a recent NBC News survey indicating that 57% of registered voters believe the risks of AI outweigh its benefits, posing a significant threat to companies like OpenAI and Anthropic that are preparing for IPOs and may impact their market valuations.
- Safety Incident Impact: OpenAI CEO Sam Altman was targeted in a hate-motivated arson attack at his San Francisco home, with the suspect facing multiple charges including attempted murder, highlighting the intense public backlash against AI technology and potentially exacerbating negative sentiments towards the tech industry.
- Data Center Construction Delays: Despite tech giants committing approximately $700 billion to build data centers in the U.S., a report predicts that at least $156 billion in data center projects will be blocked or delayed by local opposition by 2025, which could directly hinder the advancement of AI models.
- Increased IPO Risks: OpenAI's valuation is heavily reliant on the successful construction of data centers, and political sentiment may weigh on potential investors' confidence; CFO Sarah Friar noted the company's intention to reserve a portion of its IPO for individual investors to enhance consumer brand engagement.
See More
Public Sentiment Turns Negative on AI, Impacting OpenAI and Anthropic
- Negative Public Sentiment: A recent NBC News survey indicates that 57% of registered voters believe the risks of AI outweigh its benefits, which poses significant implications for OpenAI and Anthropic as they prepare for public offerings, potentially affecting their valuations and investor confidence.
- Attack Incident Raises Concerns: OpenAI CEO Sam Altman's home was targeted last week, with the assailant throwing a Molotov cocktail motivated by hatred for AI technology, an event that not only heightens public anxiety about AI but also challenges the societal acceptance of such technologies.
- Data Center Projects Blocked: According to Data Center Watch, at least $156 billion in data center projects are expected to be canceled or delayed by 2025 due to local opposition, which directly impacts the infrastructure necessary for AI technologies and subsequently affects the strategic development of related companies.
- Increased IPO Risks: OpenAI plans to reserve a portion of its IPO for individual investors, but the deteriorating political sentiment may undermine potential shareholders' confidence, particularly as the construction of data centers is viewed as a strategic advantage for the company.
See More
Analysis of SaaS Companies' Prospects Amid AI Disruption
- Market Panic Intensifies: SaaS companies are experiencing severe market panic, as evidenced by the iShares Expanded Tech-Software Sector ETF (IGV) dropping over 30% in the past six months, compared to a mere 9% decline in the NASDAQ, indicating a significant loss of investor confidence in SaaS stocks.
- Chegg's Collapse: The online homework help platform Chegg has seen its stock plummet over 99% since its peak in 2021, as its core product has been replaced by free AI tools like ChatGPT, leading to a 40% year-over-year revenue decline, highlighting the tangible threat AI poses to certain SaaS companies.
- HubSpot and Constellation's Dilemma: Despite HubSpot and Constellation Software achieving all-time highs in revenue and free cash flow, their valuations have plummeted, with HubSpot trading at a mere 4 times sales and Constellation at 3 times, reflecting a pessimistic outlook from the market regarding their futures.
- AI as a Double-Edged Sword: While AI poses a threat to SaaS companies, some experts believe it could also serve as an advantage, particularly for firms like ServiceNow and Cadence, which may leverage AI effectively to gain a competitive edge in the evolving market landscape.
See More
Top Five AI Stocks to Consider Now
- Quality Investment Picks: Nvidia and Broadcom are top investment choices, with market caps of $1.8 trillion and $4 trillion respectively, both profiting from AI development and expected to continue benefiting from rising AI demand.
- Cloud Computing Giants: Microsoft and Alphabet are well-positioned through their cloud platforms, Azure and Google Cloud, to generate sustained cash flows as AI usage increases, with market values of $4 trillion and $3.4 trillion respectively.
- High Risk, High Reward: Nebius represents a high-risk but potentially high-reward stock, expecting its annual run rate to soar from $1.25 billion at the end of 2025 to between $7 billion and $9 billion, reflecting strong market demand.
- Technological Partnership Advantage: Nebius's collaboration with Nvidia focuses on GPU-based AI computing, and if its business model succeeds, it could become the top performer in the sector, further enhancing its market share.
See More
