Yahoo Finance Executive Editor Brian Sozzi made a bullish case for Alphabet, citing Google’s planned space data centers, rising TPU-chip sales, YouTube’s AI integration and Waymo; he said the stock’s valuation may not reflect these businesses.
Sozzi said Project Suncatcher would put data centers in space on a limited scale. He said TPUs would be aboard the SpaceX booster carrying Google’s technology into space, and described the chips’ sales as building into a substantial business that he believes investors are underestimating.
Sozzi said Alphabet’s AI efforts were becoming part of YouTube and claimed this was helping it take business from Netflix. He also called Waymo the current leader in driverless cars.
