Alphabet Relies on AI to Boost Search Growth: More Upside Ahead?

Key Takeaways GOOGL is enhancing Search with Gemini 3 and AI Mode, driving higher user engagement and query activity. AI Mode queries are longer and more conversational, with U.S. daily queries per user doubling since launch.GOOGL faces rising AI-driven competition from Microsoft's Bing and Baidu's ERNIE-powered search tools.Alphabet’s (GOOGL) Search business is benefiting from AI infusion. The company is leading the search domain with 90.01% market share, followed by Microsoft’s (MSFT) Bing, with 4.98% sha ...