Core Insights - DeepL is deploying Nvidia's latest systems to significantly reduce the time required to translate the entire internet from 194 days to just 18 days [1] - The company is utilizing Nvidia's DGX SuperPOD, which consists of 36 B200 Grace Blackwell Superchips per server rack, to enhance its AI capabilities [2] - The upgraded infrastructure aims to provide more computational power for developing advanced AI models and improving existing products like Clarify, which focuses on context in translations [3][4] Company Developments - DeepL has developed its own AI models and competes directly with Google Translate [1] - The implementation of Nvidia's technology is part of a broader trend where startups leverage high-end products to create advanced AI applications [2] - The advancements in technology have made it feasible for DeepL to pursue more ambitious projects that were not possible before [4] Industry Trends - Nvidia is expanding its customer base beyond major hyperscalers like Microsoft and Amazon, indicating a growing demand for AI applications across various sectors [1][2] - The focus on computational power and advanced AI models reflects the industry's shift towards more sophisticated AI solutions following foundational models [2]

Core Viewpoint - Alphabet is positioned as a leading player in artificial intelligence (AI) and remains a strong investment choice for the long term, particularly due to its advancements in AI technology and its dominance in the online search and advertising market [1][9][10]. Company Overview - Alphabet's Google has maintained its status as an unbeatable force in online search and advertising, largely due to its long-standing commitment to AI [9]. - The company has integrated its Gemini large language model (LLM) into popular tools like Gmail and Google Docs, enhancing user experience and functionality [9]. Historical Context - Google revolutionized the search engine landscape in the late 1990s by providing a more intuitive search experience compared to older alternatives, which required complex query formulations [2][5]. - Over the past 25 years, Google has continuously improved its search engine and expanded its AI capabilities, making AI tools accessible to the general public [6]. Financial Performance - An investment of $1,000 in Google at its IPO in August 2004 would be worth over $63,700 by May 2025, showcasing significant long-term growth [11]. - Alphabet's current valuation ratios appear affordable compared to competitors like Microsoft and Nvidia, suggesting potential undervaluation [12]. Valuation Comparison - Alphabet's market capitalization stands at $1.95 trillion, with a price-to-earnings (P/E) ratio of 17.8, price-to-sales (P/S) ratio of 5.4, and price-to-free cash flow (P/FCF) ratio of 26.0 [12]. - In contrast, Microsoft and Nvidia have significantly higher P/E ratios of 34.6 and 44.4, respectively, indicating that Alphabet's stock could double and still compare favorably [12]. Investment Sentiment - The stock is currently trading 23% below its all-time highs from February, making it an attractive buy for investors [13].